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 | $20,811 | $73,515-71.7% | $62,995-67.0% | $147,584-85.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.66% | 175.43%-159.8pp | 87.57%-71.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,569 | $3,320-22.6% | $2,759-6.9% | $4,876-47.3% |
| Participant deferral / active EE | $2,420 | $4,185-42.2% | $3,329-27.3% | $5,439-55.5% |
| Admin fee / account holder | $1,130 | $5,953-81.0% | $3,600-68.6% | $10,885-89.6% |