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 | $27,312 | $73,515-62.8% | $62,995-56.6% | $147,584-81.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.61% | 175.43%-159.8pp | 87.57%-72.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,673 | $3,320-19.5% | $2,759-3.1% | $4,876-45.2% |
| Participant deferral / active EE | $1,963 | $4,185-53.1% | $3,329-41.0% | $5,439-63.9% |
| Admin fee / account holder | $1,612 | $5,953-72.9% | $3,600-55.2% | $10,885-85.2% |