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 | $37,330 | $107,334-65.2% | $92,893-59.8% | $152,861-75.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.03% | 145.58%-124.5pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,721 | $4,221-59.2% | $3,653-52.9% | $4,762-63.9% |
| Participant deferral / active EE | $2,933 | $4,845-39.5% | $4,236-30.8% | $5,850-49.9% |
| Admin fee / account holder | $428 | $7,079-94.0% | $5,794-92.6% | $11,596-96.3% |