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 | $40,691 | $65,365-37.7% | $92,893-56.2% | $72,985-44.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 28.59% | 42.10%-13.5pp | 109.41%-80.8pp | 81.00%-52.4pp |
| Employer contribution / active EE | $6,827 | $2,594+163.2% | $3,653+86.9% | $2,440+179.8% |
| Participant deferral / active EE | $2,299 | $3,128-26.5% | $4,236-45.7% | $3,607-36.3% |
| Admin fee / account holder | $439 | $4,251-89.7% | $5,794-92.4% | $5,124-91.4% |