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 | $31,993 | $99,652-67.9% | $78,778-59.4% | $147,584-78.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.67% | 47.28%-27.6pp | 35.62%-15.9pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,229 | $2,796-56.0% | $1,986-38.1% | $4,876-74.8% |
| Participant deferral / active EE | $5,135 | $3,664+40.2% | $2,958+73.6% | $5,439-5.6% |
| Admin fee / account holder | $1,037 | $7,155-85.5% | $5,134-79.8% | $10,885-90.5% |