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 | $46,684 | $96,635-51.7% | $86,612-46.1% | $139,434-66.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.02% | 106.41%-90.4pp | 591.07%-575.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $8,288 | $3,263+154.0% | $3,022+174.2% | $4,751+74.4% |
| Participant deferral / active EE | $1,733 | $4,836-64.2% | $4,438-60.9% | $6,710-74.2% |
| Admin fee / account holder | $336 | $6,408-94.8% | $5,614-94.0% | $11,403-97.1% |