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 | $20,004 | $102,966-80.6% | $90,281-77.8% | $152,861-86.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.23% | 95.16%-73.9pp | 78.10%-56.9pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,197 | $3,139-30.0% | $2,854-23.0% | $4,762-53.9% |
| Participant deferral / active EE | $1,279 | $4,281-70.1% | $3,885-67.1% | $5,850-78.1% |
| Admin fee / account holder | $2,069 | $6,171-66.5% | $5,351-61.3% | $11,596-82.2% |