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 | $24,919 | $105,859-76.5% | $90,160-72.4% | $147,584-83.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.11% | 37.63%-14.5pp | 34.88%-11.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $3,227 | $4,126-21.8% | $3,318-2.7% | $4,876-33.8% |
| Participant deferral / active EE | $6,093 | $5,733+6.3% | $5,288+15.2% | $5,439+12.0% |
| Admin fee / account holder | $2,199 | $8,046-72.7% | $5,943-63.0% | $10,885-79.8% |