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 | $17,507 | $105,998-83.5% | $92,233-81.0% | $147,584-88.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.93% | 50.05%-40.1pp | 176.28%-166.3pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,346 | $4,333-68.9% | $3,679-63.4% | $4,876-72.4% |
| Participant deferral / active EE | $2,841 | $4,478-36.5% | $3,897-27.1% | $5,439-47.8% |
| Admin fee / account holder | $4,097 | $6,332-35.3% | $5,194-21.1% | $10,885-62.4% |