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 | $52,377 | $102,966-49.1% | $90,281-42.0% | $152,861-65.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.26% | 95.16%-76.9pp | 78.10%-59.8pp | 345.32%-327.1pp |
| Employer contribution / active EE | $5,398 | $3,139+72.0% | $2,854+89.1% | $4,762+13.4% |
| Participant deferral / active EE | $5,820 | $4,281+35.9% | $3,885+49.8% | $5,850-0.5% |
| Admin fee / account holder | $613 | $6,171-90.1% | $5,351-88.5% | $11,596-94.7% |