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 | $29,034 | $69,518-58.2% | $59,878-51.5% | $135,375-78.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 149.05% | 7.94%+141.1pp | 3.46%+145.6pp | 519.73%-370.7pp |
| Employer contribution / active EE | $4,339 | $3,235+34.1% | $2,722+59.4% | $4,779-9.2% |
| Participant deferral / active EE | $4,081 | $4,206-3.0% | $3,402+20.0% | $5,609-27.2% |
| Admin fee / account holder | $1,992 | $5,734-65.3% | $3,590-44.5% | $10,827-81.6% |