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 | $24,067 | $112,096-78.5% | $95,952-74.9% | $158,922-84.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.27% | 171.09%-155.8pp | 91.61%-76.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,323 | $3,198-27.4% | $2,541-8.6% | $4,761-51.2% |
| Participant deferral / active EE | $8,547 | $4,784+78.7% | $4,167+105.1% | $5,982+42.9% |
| Admin fee / account holder | $16,156 | $10,130+59.5% | $6,795+137.8% | $11,246+43.7% |