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 | $22,554 | $73,515-69.3% | $62,995-64.2% | $147,584-84.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.97% | 175.43%-158.5pp | 87.57%-70.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $309 | $3,320-90.7% | $2,759-88.8% | $4,876-93.7% |
| Participant deferral / active EE | $3,050 | $4,185-27.1% | $3,329-8.4% | $5,439-43.9% |
| Admin fee / account holder | $11,534 | $5,953+93.7% | $3,600+220.4% | $10,885+6.0% |