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 | $27,738 | $105,181-73.6% | $159,436-82.6% | $85,850-67.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.27% | 45.07%-27.8pp | 263.57%-246.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $3,731 | $3,318+12.4% | $4,829-22.8% | $2,565+45.4% |
| Participant deferral / active EE | $4,818 | $5,945-19.0% | $7,352-34.5% | $3,952+21.9% |
| Admin fee / account holder | $438 | $6,933-93.7% | $10,799-95.9% | $6,260-93.0% |