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 | $53,192 | $73,515-27.6% | $62,995-15.6% | $147,584-64.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.78% | 175.43%-160.6pp | 87.57%-72.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,025 | $3,320-39.0% | $2,759-26.6% | $4,876-58.5% |
| Participant deferral / active EE | $6,488 | $4,185+55.0% | $3,329+94.9% | $5,439+19.3% |
| Admin fee / account holder | $5,039 | $5,953-15.4% | $3,600+40.0% | $10,885-53.7% |