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 | $27,065 | $104,907-74.2% | $84,611-68.0% | $152,861-82.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.03% | 373.79%-355.8pp | 258.74%-240.7pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,100 | $3,302-66.7% | $2,652-58.5% | $4,762-76.9% |
| Participant deferral / active EE | $1,885 | $4,688-59.8% | $3,899-51.7% | $5,850-67.8% |
| Admin fee / account holder | $6,140 | $6,241-1.6% | $4,912+25.0% | $11,596-47.1% |