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 | $48,720 | $88,751-45.1% | $81,812-40.4% | $145,922-66.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.86% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,295 | $3,083-58.0% | $2,912-55.5% | $4,660-72.2% |
| Participant deferral / active EE | $1,001 | $4,643-78.5% | $4,319-76.8% | $6,688-85.0% |
| Admin fee / account holder | $4,546 | $8,415-46.0% | $7,386-38.4% | $13,397-66.1% |