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 | $43,997 | $114,047-61.4% | $96,139-54.2% | $167,490-73.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.56% | 189.88%-176.3pp | 191.94%-178.4pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,406 | $3,427-29.8% | $2,797-14.0% | $4,837-50.3% |
| Participant deferral / active EE | $5,782 | $5,194+11.3% | $4,349+33.0% | $6,341-8.8% |
| Admin fee / account holder | $1,104 | $6,897-84.0% | $5,537-80.1% | $12,309-91.0% |