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 | $28,047 | $102,966-72.8% | $90,281-68.9% | $152,861-81.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.84% | 95.16%-74.3pp | 78.10%-57.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,899 | $3,139-39.5% | $2,854-33.5% | $4,762-60.1% |
| Participant deferral / active EE | $4,182 | $4,281-2.3% | $3,885+7.6% | $5,850-28.5% |
| Admin fee / account holder | $5,943 | $6,171-3.7% | $5,351+11.1% | $11,596-48.8% |