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 | $39,237 | $150,187-73.9% | $120,354-67.4% | $145,922-73.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.78% | 154.07%-142.3pp | 107.15%-95.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,931 | $4,348-55.6% | $3,463-44.2% | $4,660-58.6% |
| Participant deferral / active EE | $3,927 | $6,173-36.4% | $4,991-21.3% | $6,688-41.3% |
| Admin fee / account holder | $4,794 | $12,207-60.7% | $9,423-49.1% | $13,397-64.2% |