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 | $31,331 | $112,881-72.2% | $90,951-65.6% | $158,922-80.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.94% | 215.79%-199.9pp | 134.60%-118.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,380 | $2,893-52.3% | $2,122-35.0% | $4,761-71.0% |
| Participant deferral / active EE | $3,999 | $4,128-3.1% | $3,373+18.6% | $5,982-33.2% |
| Admin fee / account holder | $1,084 | $8,041-86.5% | $5,959-81.8% | $11,246-90.4% |