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 | $71,329 | $105,126-32.1% | $94,646-24.6% | $139,434-48.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.93% | 38.03%-21.1pp | 156.71%-139.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $7,988 | $4,106+94.6% | $3,672+117.5% | $4,751+68.1% |
| Participant deferral / active EE | $12,735 | $7,599+67.6% | $7,418+71.7% | $6,710+89.8% |
| Admin fee / account holder | $2,685 | $8,984-70.1% | $7,231-62.9% | $11,403-76.5% |