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 | $43,359 | $112,881-61.6% | $90,951-52.3% | $158,922-72.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.58% | 215.79%-193.2pp | 134.60%-112.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,886 | $2,893-34.8% | $2,122-11.1% | $4,761-60.4% |
| Participant deferral / active EE | $8,337 | $4,128+102.0% | $3,373+147.2% | $5,982+39.4% |
| Admin fee / account holder | $38,747 | $8,041+381.9% | $5,959+550.3% | $11,246+244.5% |