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 | $55,599 | $65,409-15.0% | $98,442-43.5% | $85,850-35.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.78% | 21.76%-5.0pp | 1492.73%-1475.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $484 | $2,168-77.7% | $2,960-83.6% | $2,565-81.1% |
| Participant deferral / active EE | $3,488 | $3,166+10.2% | $4,276-18.4% | $3,952-11.7% |
| Admin fee / account holder | $625 | $4,593-86.4% | $5,949-89.5% | $6,260-90.0% |