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 | $25,514 | $104,907-75.7% | $84,611-69.8% | $152,861-83.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 28.07% | 373.79%-345.7pp | 258.74%-230.7pp | 345.32%-317.2pp |
| Employer contribution / active EE | $1,801 | $3,302-45.5% | $2,652-32.1% | $4,762-62.2% |
| Participant deferral / active EE | $2,533 | $4,688-46.0% | $3,899-35.0% | $5,850-56.7% |
| Admin fee / account holder | $1,160 | $6,241-81.4% | $4,912-76.4% | $11,596-90.0% |