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 | $47,681 | $73,515-35.1% | $62,995-24.3% | $147,584-67.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.09% | 175.43%-165.3pp | 87.57%-77.5pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,734 | $3,320-47.8% | $2,759-37.2% | $4,876-64.4% |
| Participant deferral / active EE | $2,912 | $4,185-30.4% | $3,329-12.5% | $5,439-46.5% |
| Admin fee / account holder | $354 | $5,953-94.1% | $3,600-90.2% | $10,885-96.7% |