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 | $35,693 | $107,334-66.7% | $92,893-61.6% | $152,861-76.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.37% | 145.58%-125.2pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,557 | $4,221-39.4% | $3,653-30.0% | $4,762-46.3% |
| Participant deferral / active EE | $3,064 | $4,845-36.8% | $4,236-27.7% | $5,850-47.6% |
| Admin fee / account holder | $370 | $7,079-94.8% | $5,794-93.6% | $11,596-96.8% |