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 | $57,582 | $73,515-21.7% | $62,995-8.6% | $147,584-61.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.91% | 175.43%-158.5pp | 87.57%-70.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,693 | $3,320-49.0% | $2,759-38.7% | $4,876-65.3% |
| Participant deferral / active EE | $2,995 | $4,185-28.4% | $3,329-10.0% | $5,439-44.9% |
| Admin fee / account holder | $3,519 | $5,953-40.9% | $3,600-2.3% | $10,885-67.7% |