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 | $48,764 | $73,515-33.7% | $62,995-22.6% | $147,584-67.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.69% | 175.43%-157.7pp | 87.57%-69.9pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,219 | $3,320-33.2% | $2,759-19.6% | $4,876-54.5% |
| Participant deferral / active EE | $1,987 | $4,185-52.5% | $3,329-40.3% | $5,439-63.5% |
| Admin fee / account holder | $472 | $5,953-92.1% | $3,600-86.9% | $10,885-95.7% |