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 | $55,178 | $90,348-38.9% | $75,972-27.4% | $145,922-62.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.43% | 620.88%-606.4pp | 359.55%-345.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $5,203 | $3,311+57.1% | $2,685+93.8% | $4,660+11.7% |
| Participant deferral / active EE | $3,136 | $5,162-39.2% | $4,255-26.3% | $6,688-53.1% |
| Admin fee / account holder | $397 | $8,467-95.3% | $6,467-93.9% | $13,397-97.0% |