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 | $27,106 | $142,405-81.0% | $115,157-76.5% | $152,861-82.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 24.47% | 41.48%-17.0pp | 35.60%-11.1pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,794 | $4,010-55.3% | $3,179-43.6% | $4,762-62.3% |
| Participant deferral / active EE | $4,750 | $5,164-8.0% | $4,168+14.0% | $5,850-18.8% |
| Admin fee / account holder | $401 | $8,462-95.3% | $7,088-94.3% | $11,596-96.5% |