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 | $82,990 | $73,515+12.9% | $62,995+31.7% | $147,584-43.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.81% | 175.43%-164.6pp | 87.57%-76.8pp | 578.55%-567.7pp |
| Employer contribution / active EE | $448 | $3,320-86.5% | $2,759-83.8% | $4,876-90.8% |
| Participant deferral / active EE | $3,385 | $4,185-19.1% | $3,329+1.7% | $5,439-37.8% |
| Admin fee / account holder | $517 | $5,953-91.3% | $3,600-85.6% | $10,885-95.3% |