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 | $41,957 | $118,849-64.7% | $96,562-56.5% | $167,490-74.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.97% | 50.49%-38.5pp | 37.78%-25.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,831 | $3,120-9.3% | $2,356+20.1% | $4,837-41.5% |
| Participant deferral / active EE | $7,334 | $4,616+58.9% | $3,849+90.6% | $6,341+15.7% |
| Admin fee / account holder | $14,870 | $8,065+84.4% | $6,181+140.6% | $12,309+20.8% |