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 | $43,019 | $109,327-60.7% | $89,391-51.9% | $158,922-72.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.41% | 345.68%-336.3pp | 245.62%-236.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,170 | $3,170-31.5% | $2,586-16.1% | $4,761-54.4% |
| Participant deferral / active EE | $2,170 | $4,598-52.8% | $3,890-44.2% | $5,982-63.7% |
| Admin fee / account holder | $404 | $6,153-93.4% | $4,881-91.7% | $11,246-96.4% |