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 | $25,153 | $102,966-75.6% | $90,281-72.1% | $152,861-83.5% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 14.92% | 95.16%-80.2pp | 78.10%-63.2pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,000 | $3,139-36.3% | $2,854-29.9% | $4,762-58.0% |
| Participant deferral / active EE | $2,494 | $4,281-41.7% | $3,885-35.8% | $5,850-57.4% |
| Admin fee / account holder | $380 | $6,171-93.8% | $5,351-92.9% | $11,596-96.7% |