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 | $16,249 | $73,515-77.9% | $62,995-74.2% | $147,584-89.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.57% | 175.43%-158.9pp | 87.57%-71.0pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,297 | $3,320-61.0% | $2,759-53.0% | $4,876-73.4% |
| Participant deferral / active EE | $1,297 | $4,185-69.0% | $3,329-61.1% | $5,439-76.2% |
| Admin fee / account holder | $2,097 | $5,953-64.8% | $3,600-41.7% | $10,885-80.7% |