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 | $73,749 | $126,519-41.7% | $106,201-30.6% | $145,959-49.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.14% | 225.10%-216.0pp | 116.26%-107.1pp | 561.95%-552.8pp |
| Employer contribution / active EE | $2,259 | $3,726-39.4% | $3,170-28.7% | $4,661-51.5% |
| Participant deferral / active EE | $4,042 | $5,716-29.3% | $5,012-19.4% | $6,689-39.6% |
| Admin fee / account holder | $26,699 | $17,312+54.2% | $11,039+141.9% | $13,398+99.3% |