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 | $19,309 | $72,071-73.2% | $68,368-71.8% | $137,256-85.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.51% | 353.14%-330.6pp | 292.57%-270.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,038 | $2,788-26.9% | $2,649-23.1% | $4,156-51.0% |
| Participant deferral / active EE | $5,372 | $4,410+21.8% | $4,123+30.3% | $6,407-16.1% |
| Admin fee / account holder | $762 | $5,336-85.7% | $5,150-85.2% | $12,270-93.8% |