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 | $44,415 | $107,934-58.8% | $91,989-51.7% | $152,861-70.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.77% | 89.24%-69.5pp | 69.02%-49.3pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,346 | $4,210-20.5% | $3,452-3.1% | $4,762-29.7% |
| Participant deferral / active EE | $3,717 | $6,364-41.6% | $5,923-37.2% | $5,850-36.5% |
| Admin fee / account holder | $10,803 | $10,520+2.7% | $7,743+39.5% | $11,596-6.8% |