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 | $45,314 | $102,317-55.7% | $146,958-69.2% | $80,856-44.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.28% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,234 | $3,713-39.8% | $4,933-54.7% | $2,755-18.9% |
| Participant deferral / active EE | $3,500 | $6,644-47.3% | $8,070-56.6% | $4,296-18.5% |
| Admin fee / account holder | $2,503 | $7,941-68.5% | $12,998-80.7% | $6,918-63.8% |