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 | $19,646 | $107,334-81.7% | $92,893-78.9% | $152,861-87.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.56% | 145.58%-126.0pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,844 | $4,221-56.3% | $3,653-49.5% | $4,762-61.3% |
| Participant deferral / active EE | $2,000 | $4,845-58.7% | $4,236-52.8% | $5,850-65.8% |
| Admin fee / account holder | $579 | $7,079-91.8% | $5,794-90.0% | $11,596-95.0% |