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 | $65,100 | $102,966-36.8% | $90,281-27.9% | $152,861-57.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.27% | 95.16%-67.9pp | 78.10%-50.8pp | 345.32%-318.0pp |
| Employer contribution / active EE | $3,695 | $3,139+17.7% | $2,854+29.5% | $4,762-22.4% |
| Participant deferral / active EE | $9,050 | $4,281+111.4% | $3,885+132.9% | $5,850+54.7% |
| Admin fee / account holder | $622 | $6,171-89.9% | $5,351-88.4% | $11,596-94.6% |