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 | $36,797 | $118,919-69.1% | $88,538-58.4% | $152,861-75.9% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 25.02% | 47.92%-22.9pp | 43.64%-18.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $7,085 | $2,669+165.5% | $2,098+237.7% | $4,762+48.8% |
| Participant deferral / active EE | $4,842 | $3,549+36.5% | $2,914+66.2% | $5,850-17.2% |
| Admin fee / account holder | $1,618 | $5,876-72.5% | $4,310-62.5% | $11,596-86.0% |