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 | $72,033 | $137,414-47.6% | $189,513-62.0% | $85,850-16.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.43% | 38.14%-20.7pp | 555.15%-537.7pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,914 | $4,344-32.9% | $6,162-52.7% | $2,565+13.6% |
| Participant deferral / active EE | $4,485 | $6,260-28.3% | $8,221-45.4% | $3,952+13.5% |
| Admin fee / account holder | $1,845 | $8,630-78.6% | $12,045-84.7% | $6,260-70.5% |