See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,941 | $96,484-42.0% | $75,886-26.3% | $152,861-63.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 26.68% | 33.98%-7.3pp | 30.76%-4.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $5,096 | $3,309+54.0% | $2,500+103.8% | $4,762+7.0% |
| Participant deferral / active EE | $10,902 | $4,553+139.5% | $3,603+202.6% | $5,850+86.4% |
| Admin fee / account holder | $7,698 | $8,078-4.7% | $5,418+42.1% | $11,596-33.6% |