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 | $74,143 | $102,966-28.0% | $90,281-17.9% | $152,861-51.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.55% | 95.16%-78.6pp | 78.10%-61.6pp | 345.32%-328.8pp |
| Employer contribution / active EE | $3,486 | $3,139+11.1% | $2,854+22.1% | $4,762-26.8% |
| Participant deferral / active EE | $2,161 | $4,281-49.5% | $3,885-44.4% | $5,850-63.1% |
| Admin fee / account holder | $18,502 | $6,171+199.8% | $5,351+245.7% | $11,596+59.5% |