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 | $45,825 | $142,405-67.8% | $115,157-60.2% | $152,861-70.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.95% | 41.48%-22.5pp | 35.60%-16.7pp | 345.32%-326.4pp |
| Employer contribution / active EE | $6,810 | $4,010+69.8% | $3,179+114.2% | $4,762+43.0% |
| Participant deferral / active EE | $3,429 | $5,164-33.6% | $4,168-17.7% | $5,850-41.4% |
| Admin fee / account holder | $617 | $8,462-92.7% | $7,088-91.3% | $11,596-94.7% |