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 | $40,706 | $95,416-57.3% | $185,823-78.1% | $85,850-52.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.14% | 23.59%-8.4pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,669 | $3,314-49.6% | $5,167-67.7% | $2,565-34.9% |
| Participant deferral / active EE | $4,058 | $3,423+18.5% | $5,568-27.1% | $3,952+2.7% |
| Admin fee / account holder | $933 | $7,213-87.1% | $16,237-94.3% | $6,260-85.1% |