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 | $53,146 | $96,635-45.0% | $86,612-38.6% | $139,434-61.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.90% | 106.41%-93.5pp | 591.07%-578.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $4,573 | $3,263+40.2% | $3,022+51.3% | $4,751-3.7% |
| Participant deferral / active EE | $15,668 | $4,836+224.0% | $4,438+253.1% | $6,710+133.5% |
| Admin fee / account holder | $20,237 | $6,408+215.8% | $5,614+260.5% | $11,403+77.5% |