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 | $31,318 | $95,416-67.2% | $185,823-83.1% | $85,850-63.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.47% | 23.59%-7.1pp | 122.05%-105.6pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,948 | $3,314-41.2% | $5,167-62.3% | $2,565-24.1% |
| Participant deferral / active EE | $4,295 | $3,423+25.5% | $5,568-22.9% | $3,952+8.7% |
| Admin fee / account holder | $3,772 | $7,213-47.7% | $16,237-76.8% | $6,260-39.7% |