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 | $66,622 | $84,696-21.3% | $75,696-12.0% | $167,490-60.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 26.82% | 199.36%-172.5pp | 104.53%-77.7pp | 478.56%-451.7pp |
| Employer contribution / active EE | $6,035 | $3,230+86.9% | $2,743+120.0% | $4,837+24.8% |
| Participant deferral / active EE | $2,371 | $4,580-48.2% | $3,821-37.9% | $6,341-62.6% |
| Admin fee / account holder | $409 | $5,355-92.4% | $3,619-88.7% | $12,309-96.7% |