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 | $44,035 | $137,414-68.0% | $189,513-76.8% | $85,850-48.7% |
| Participation rate | 97.1% | 84.6%+12.5pp | 87.8%+9.3pp | 69.3%+27.8pp |
| Annual return | 17.31% | 38.14%-20.8pp | 555.15%-537.8pp | 318.53%-301.2pp |
| Employer contribution / active EE | $2,020 | $4,344-53.5% | $6,162-67.2% | $2,565-21.3% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,170 | $8,630-74.9% | $12,045-82.0% | $6,260-65.3% |