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 | $33,383 | $73,515-54.6% | $62,995-47.0% | $147,584-77.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.84% | 175.43%-161.6pp | 87.57%-73.7pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,526 | $3,320-23.9% | $2,759-8.4% | $4,876-48.2% |
| Participant deferral / active EE | $1,049 | $4,185-74.9% | $3,329-68.5% | $5,439-80.7% |
| Admin fee / account holder | $629 | $5,953-89.4% | $3,600-82.5% | $10,885-94.2% |