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 | $37,826 | $106,890-64.6% | $84,015-55.0% | $152,861-75.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.83% | 104.99%-84.2pp | 71.31%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,440 | $2,734-47.3% | $1,983-27.4% | $4,762-69.8% |
| Participant deferral / active EE | $3,852 | $4,011-4.0% | $3,239+18.9% | $5,850-34.2% |
| Admin fee / account holder | $2,830 | $8,285-65.8% | $6,101-53.6% | $11,596-75.6% |