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 | $31,362 | $90,348-65.3% | $75,972-58.7% | $145,922-78.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.48% | 620.88%-603.4pp | 359.55%-342.1pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,786 | $3,311-46.1% | $2,685-33.5% | $4,660-61.7% |
| Participant deferral / active EE | $1,989 | $5,162-61.5% | $4,255-53.3% | $6,688-70.3% |
| Admin fee / account holder | $881 | $8,467-89.6% | $6,467-86.4% | $13,397-93.4% |