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 | $25,832 | $129,217-80.0% | $93,406-72.3% | $158,922-83.7% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 14.59% | 118.21%-103.6pp | 78.05%-63.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,344 | $2,711-50.4% | $2,075-35.2% | $4,761-71.8% |
| Participant deferral / active EE | $1,449 | $3,909-62.9% | $3,126-53.7% | $5,982-75.8% |
| Admin fee / account holder | $2,368 | $7,383-67.9% | $5,230-54.7% | $11,246-78.9% |