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 | $24,191 | $105,998-77.2% | $92,233-73.8% | $147,584-83.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.77% | 50.05%-33.3pp | 176.28%-159.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,570 | $4,333-63.8% | $3,679-57.3% | $4,876-67.8% |
| Participant deferral / active EE | $1,296 | $4,478-71.1% | $3,897-66.7% | $5,439-76.2% |
| Admin fee / account holder | $1,529 | $6,332-75.9% | $5,194-70.6% | $10,885-86.0% |