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 | $14,853 | $102,966-85.6% | $90,281-83.5% | $152,861-90.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.10% | 95.16%-81.1pp | 78.10%-64.0pp | 345.32%-331.2pp |
| Employer contribution / active EE | $2,584 | $3,139-17.7% | $2,854-9.5% | $4,762-45.7% |
| Participant deferral / active EE | $5,168 | $4,281+20.7% | $3,885+33.0% | $5,850-11.7% |
| Admin fee / account holder | $22,744 | $6,171+268.6% | $5,351+325.0% | $11,596+96.1% |