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 | $49,213 | $73,515-33.1% | $62,995-21.9% | $147,584-66.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.75% | 175.43%-162.7pp | 87.57%-74.8pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,149 | $3,320-35.3% | $2,759-22.1% | $4,876-55.9% |
| Participant deferral / active EE | $6,813 | $4,185+62.8% | $3,329+104.6% | $5,439+25.3% |
| Admin fee / account holder | $17,176 | $5,953+188.5% | $3,600+377.1% | $10,885+57.8% |