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 | $43,335 | $73,515-41.1% | $62,995-31.2% | $147,584-70.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.37% | 175.43%-163.1pp | 87.57%-75.2pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,552 | $3,320-53.3% | $2,759-43.8% | $4,876-68.2% |
| Participant deferral / active EE | $4,234 | $4,185+1.2% | $3,329+27.2% | $5,439-22.1% |
| Admin fee / account holder | $9,120 | $5,953+53.2% | $3,600+153.3% | $10,885-16.2% |