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 | $70,696 | $102,828-31.2% | $105,387-32.9% | $152,861-53.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.46% | 20.85%-2.4pp | 26.82%-8.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $12,222 | $4,473+173.3% | $4,213+190.1% | $4,762+156.6% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,522 | $8,683-82.5% | $6,559-76.8% | $11,596-86.9% |