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 | $25,494 | $90,348-71.8% | $75,972-66.4% | $145,922-82.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 231.82% | 620.88%-389.1pp | 359.55%-127.7pp | 561.29%-329.5pp |
| Employer contribution / active EE | $1,081 | $3,311-67.3% | $2,685-59.7% | $4,660-76.8% |
| Participant deferral / active EE | $2,443 | $5,162-52.7% | $4,255-42.6% | $6,688-63.5% |
| Admin fee / account holder | $676 | $8,467-92.0% | $6,467-89.5% | $13,397-95.0% |