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 | $42,910 | $104,907-59.1% | $84,611-49.3% | $152,861-71.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.58% | 373.79%-353.2pp | 258.74%-238.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,639 | $3,302-50.3% | $2,652-38.2% | $4,762-65.6% |
| Participant deferral / active EE | $4,688 | $4,6880% | $3,899+20.2% | $5,850-19.9% |
| Admin fee / account holder | $2,860 | $6,241-54.2% | $4,912-41.8% | $11,596-75.3% |