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 | $44,841 | $85,202-47.4% | $172,739-74.0% | $72,985-38.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.29% | 27.32%-10.0pp | 802.84%-785.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,322 | $3,324-60.2% | $5,143-74.3% | $2,440-45.8% |
| Participant deferral / active EE | $4,216 | $3,260+29.3% | $5,198-18.9% | $3,607+16.9% |
| Admin fee / account holder | $4,334 | $5,884-26.3% | $13,954-68.9% | $5,124-15.4% |