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 | $56,225 | $105,998-47.0% | $92,233-39.0% | $147,584-61.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.44% | 50.05%-36.6pp | 176.28%-162.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $699 | $4,333-83.9% | $3,679-81.0% | $4,876-85.7% |
| Participant deferral / active EE | $2,224 | $4,478-50.3% | $3,897-42.9% | $5,439-59.1% |
| Admin fee / account holder | $1,183 | $6,332-81.3% | $5,194-77.2% | $10,885-89.1% |