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 | $53,098 | $81,632-35.0% | $70,449-24.6% | $158,922-66.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.55% | 208.40%-193.9pp | 109.03%-94.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $5,968 | $3,217+85.5% | $2,737+118.1% | $4,761+25.3% |
| Participant deferral / active EE | $2,362 | $4,554-48.1% | $3,709-36.3% | $5,982-60.5% |
| Admin fee / account holder | $449 | $6,193-92.7% | $3,845-88.3% | $11,246-96.0% |