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 | $22,132 | $110,809-80.0% | $86,874-74.5% | $167,490-86.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 13.91% | 116.98%-103.1pp | 63.52%-49.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,429 | $3,244-25.1% | $2,495-2.7% | $4,837-49.8% |
| Participant deferral / active EE | $1,532 | $4,546-66.3% | $3,699-58.6% | $6,341-75.8% |
| Admin fee / account holder | $2,367 | $8,415-71.9% | $5,828-59.4% | $12,309-80.8% |