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 | $37,040 | $152,587-75.7% | $125,175-70.4% | $152,861-75.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.58% | 54.84%-35.3pp | 43.79%-24.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,329 | $4,946-32.7% | $3,865-13.9% | $4,762-30.1% |
| Participant deferral / active EE | $3,301 | $5,868-43.7% | $4,937-33.1% | $5,850-43.6% |
| Admin fee / account holder | $823 | $13,434-93.9% | $9,702-91.5% | $11,596-92.9% |