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 | $49,065 | $110,809-55.7% | $86,874-43.5% | $167,490-70.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 12.79% | 116.98%-104.2pp | 63.52%-50.7pp | 478.56%-465.8pp |
| Employer contribution / active EE | $302 | $3,244-90.7% | $2,495-87.9% | $4,837-93.8% |
| Participant deferral / active EE | $1,938 | $4,546-57.4% | $3,699-47.6% | $6,341-69.4% |
| Admin fee / account holder | $722 | $8,415-91.4% | $5,828-87.6% | $12,309-94.1% |