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 | $42,454 | $102,966-58.8% | $90,281-53.0% | $152,861-72.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.03% | 95.16%-81.1pp | 78.10%-64.1pp | 345.32%-331.3pp |
| Employer contribution / active EE | $3,276 | $3,139+4.4% | $2,854+14.8% | $4,762-31.2% |
| Participant deferral / active EE | $5,622 | $4,281+31.3% | $3,885+44.7% | $5,850-3.9% |
| Admin fee / account holder | $14,673 | $6,171+137.8% | $5,351+174.2% | $11,596+26.5% |