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 | $17,435 | $102,966-83.1% | $90,281-80.7% | $152,861-88.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.86% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,657 | $3,139-47.2% | $2,854-41.9% | $4,762-65.2% |
| Participant deferral / active EE | $1,924 | $4,281-55.1% | $3,885-50.5% | $5,850-67.1% |
| Admin fee / account holder | $3,218 | $6,171-47.9% | $5,351-39.9% | $11,596-72.3% |