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 | $45,552 | $105,181-56.7% | $159,436-71.4% | $85,850-46.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 24.18% | 45.07%-20.9pp | 263.57%-239.4pp | 318.53%-294.3pp |
| Employer contribution / active EE | $1,559 | $3,318-53.0% | $4,829-67.7% | $2,565-39.2% |
| Participant deferral / active EE | $2,730 | $5,945-54.1% | $7,352-62.9% | $3,952-30.9% |
| Admin fee / account holder | $2,219 | $6,933-68.0% | $10,799-79.5% | $6,260-64.6% |