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 | $39,082 | $102,966-62.0% | $90,281-56.7% | $152,861-74.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.77% | 95.16%-72.4pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,687 | $3,139+17.5% | $2,854+29.2% | $4,762-22.6% |
| Participant deferral / active EE | $2,223 | $4,281-48.1% | $3,885-42.8% | $5,850-62.0% |
| Admin fee / account holder | $1,636 | $6,171-73.5% | $5,351-69.4% | $11,596-85.9% |