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 | $29,548 | $73,515-59.8% | $62,995-53.1% | $147,584-80.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 16.51% | 175.43%-158.9pp | 87.57%-71.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,596 | $4,185-14.1% | $3,329+8.0% | $5,439-33.9% |
| Admin fee / account holder | $912 | $5,953-84.7% | $3,600-74.7% | $10,885-91.6% |