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 | $67,585 | $67,823-0.4% | $52,425+28.9% | $137,256-50.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 10.39% | 219.11%-208.7pp | 302.12%-291.7pp | 220.34%-210.0pp |
| Employer contribution / active EE | $145 | $1,163-87.5% | $914-84.1% | $4,156-96.5% |
| Participant deferral / active EE | $3,954 | $2,288+72.8% | $1,790+120.9% | $6,407-38.3% |
| Admin fee / account holder | $14,810 | $2,844+420.7% | $2,495+493.6% | $12,270+20.7% |