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 | $15,613 | $110,502-85.9% | $80,716-80.7% | $167,490-90.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 13.68% | 120.54%-106.9pp | 87.28%-73.6pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,227 | $1,543+44.3% | $1,160+91.9% | $4,837-54.0% |
| Participant deferral / active EE | $1,314 | $2,871-54.2% | $2,146-38.8% | $6,341-79.3% |
| Admin fee / account holder | $5,630 | $4,545+23.9% | $3,380+66.6% | $12,309-54.3% |