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 | $41,989 | $105,859-60.3% | $90,160-53.4% | $147,584-71.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.32% | 37.63%-21.3pp | 34.88%-18.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,625 | $4,126-36.4% | $3,318-20.9% | $4,876-46.2% |
| Participant deferral / active EE | $2,625 | $5,733-54.2% | $5,288-50.4% | $5,439-51.7% |
| Admin fee / account holder | $3,613 | $8,046-55.1% | $5,943-39.2% | $10,885-66.8% |