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 | $41,213 | $102,966-60.0% | $90,281-54.4% | $152,861-73.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.33% | 95.16%-70.8pp | 78.10%-53.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $4,297 | $3,139+36.9% | $2,854+50.6% | $4,762-9.8% |
| Participant deferral / active EE | $3,685 | $4,281-13.9% | $3,885-5.2% | $5,850-37.0% |
| Admin fee / account holder | $586 | $6,171-90.5% | $5,351-89.0% | $11,596-94.9% |