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 | $50,221 | $107,334-53.2% | $92,893-45.9% | $152,861-67.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.86% | 145.58%-126.7pp | 109.41%-90.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $8,474 | $4,221+100.8% | $3,653+132.0% | $4,762+77.9% |
| Participant deferral / active EE | $3,621 | $4,845-25.3% | $4,236-14.5% | $5,850-38.1% |
| Admin fee / account holder | $2,877 | $7,079-59.4% | $5,794-50.3% | $11,596-75.2% |