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 | $37,322 | $72,071-48.2% | $68,368-45.4% | $137,256-72.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.87% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,003 | $2,788-64.0% | $2,649-62.2% | $4,156-75.9% |
| Participant deferral / active EE | $8,542 | $4,410+93.7% | $4,123+107.2% | $6,407+33.3% |
| Admin fee / account holder | $7,871 | $5,336+47.5% | $5,150+52.8% | $12,270-35.8% |