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 | $40,331 | $70,606-42.9% | $53,898-25.2% | $142,382-71.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.49% | 619.81%-606.3pp | 528.60%-515.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,566 | $1,202+30.3% | $932+68.0% | $4,299-63.6% |
| Participant deferral / active EE | $2,682 | $2,364+13.5% | $1,826+46.9% | $6,507-58.8% |
| Admin fee / account holder | $15,422 | $2,852+440.8% | $2,491+519.2% | $12,624+22.2% |