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 | $16,653 | $102,966-83.8% | $90,281-81.6% | $152,861-89.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.01% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,008 | $3,139-67.9% | $2,854-64.7% | $4,762-78.8% |
| Participant deferral / active EE | $1,939 | $4,281-54.7% | $3,885-50.1% | $5,850-66.9% |
| Admin fee / account holder | $8,927 | $6,171+44.7% | $5,351+66.8% | $11,596-23.0% |