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 | $40,280 | $105,181-61.7% | $159,436-74.7% | $85,850-53.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.65% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,153 | $3,318-5.0% | $4,829-34.7% | $2,565+22.9% |
| Participant deferral / active EE | $9,464 | $5,945+59.2% | $7,352+28.7% | $3,952+139.5% |
| Admin fee / account holder | $9,141 | $6,933+31.8% | $10,799-15.3% | $6,260+46.0% |