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 | $71,581 | $129,217-44.6% | $93,406-23.4% | $158,922-55.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 4.84% | 118.21%-113.4pp | 78.05%-73.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $2,460 | $2,711-9.3% | $2,075+18.6% | $4,761-48.3% |
| Participant deferral / active EE | $9,060 | $3,909+131.8% | $3,126+189.8% | $5,982+51.4% |
| Admin fee / account holder | $2,034 | $7,383-72.5% | $5,230-61.1% | $11,246-81.9% |