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 | $20,288 | $107,334-81.1% | $92,893-78.2% | $152,861-86.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.21% | 145.58%-126.4pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,714 | $4,221-35.7% | $3,653-25.7% | $4,762-43.0% |
| Participant deferral / active EE | $5,261 | $4,845+8.6% | $4,236+24.2% | $5,850-10.1% |
| Admin fee / account holder | $6,995 | $7,079-1.2% | $5,794+20.7% | $11,596-39.7% |