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 | $19,512 | $96,635-79.8% | $86,612-77.5% | $139,434-86.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.12% | 106.41%-92.3pp | 591.07%-576.9pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,197 | $3,263-63.3% | $3,022-60.4% | $4,751-74.8% |
| Participant deferral / active EE | $2,015 | $4,836-58.3% | $4,438-54.6% | $6,710-70.0% |
| Admin fee / account holder | $3,463 | $6,408-46.0% | $5,614-38.3% | $11,403-69.6% |