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 | $47,290 | $118,919-60.2% | $88,538-46.6% | $152,861-69.1% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 8.74% | 47.92%-39.2pp | 43.64%-34.9pp | 345.32%-336.6pp |
| Employer contribution / active EE | $3,442 | $2,669+29.0% | $2,098+64.0% | $4,762-27.7% |
| Participant deferral / active EE | $12,409 | $3,549+249.7% | $2,914+325.8% | $5,850+112.1% |
| Admin fee / account holder | $450 | $5,876-92.3% | $4,310-89.6% | $11,596-96.1% |