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 | $21,477 | $117,381-81.7% | $99,443-78.4% | $152,861-85.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 20.13% | 31.87%-11.7pp | 30.72%-10.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,880 | $3,013-37.6% | $2,540-26.0% | $4,762-60.5% |
| Participant deferral / active EE | $2,735 | $4,086-33.1% | $3,619-24.4% | $5,850-53.3% |
| Admin fee / account holder | $8,961 | $7,631+17.4% | $6,250+43.4% | $11,596-22.7% |