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 | $60,628 | $99,079-38.8% | $77,999-22.3% | $273,961-77.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.67% | 217.93%-211.3pp | 425.96%-419.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,004 | $3,308-39.4% | $2,470-18.9% | $4,869-58.8% |
| Participant deferral / active EE | $4,424 | $4,306+2.7% | $3,497+26.5% | $5,287-16.3% |
| Admin fee / account holder | $657 | $8,954-92.7% | $5,480-88.0% | $10,132-93.5% |