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 | $20,717 | $73,515-71.8% | $62,995-67.1% | $147,584-86.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.25% | 175.43%-164.2pp | 87.57%-76.3pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,331 | $3,320-59.9% | $2,759-51.7% | $4,876-72.7% |
| Participant deferral / active EE | $1,610 | $4,185-61.5% | $3,329-51.6% | $5,439-70.4% |
| Admin fee / account holder | $357 | $5,953-94.0% | $3,600-90.1% | $10,885-96.7% |