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 | $32,904 | $102,966-68.0% | $90,281-63.6% | $152,861-78.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.11% | 95.16%-77.1pp | 78.10%-60.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,063 | $3,139-66.1% | $2,854-62.7% | $4,762-77.7% |
| Participant deferral / active EE | $2,993 | $4,281-30.1% | $3,885-23.0% | $5,850-48.8% |
| Admin fee / account holder | $23,250 | $6,171+276.8% | $5,351+334.5% | $11,596+100.5% |