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 | $18,688 | $105,998-82.4% | $92,233-79.7% | $147,584-87.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.08% | 50.05%-32.0pp | 176.28%-158.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $4,283 | $4,333-1.2% | $3,679+16.4% | $4,876-12.2% |
| Participant deferral / active EE | $1,698 | $4,478-62.1% | $3,897-56.4% | $5,439-68.8% |
| Admin fee / account holder | $2,490 | $6,332-60.7% | $5,194-52.1% | $10,885-77.1% |