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 | $49,333 | $107,334-54.0% | $92,893-46.9% | $152,861-67.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.14% | 145.58%-126.4pp | 109.41%-90.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,196 | $4,221-71.7% | $3,653-67.3% | $4,762-74.9% |
| Participant deferral / active EE | $2,405 | $4,845-50.4% | $4,236-43.2% | $5,850-58.9% |
| Admin fee / account holder | $1,686 | $7,079-76.2% | $5,794-70.9% | $11,596-85.5% |