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 | $56,016 | $102,966-45.6% | $90,281-38.0% | $152,861-63.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.04% | 95.16%-77.1pp | 78.10%-60.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $3,749 | $3,139+19.5% | $2,854+31.3% | $4,762-21.3% |
| Participant deferral / active EE | $10,521 | $4,281+145.7% | $3,885+170.8% | $5,850+79.8% |
| Admin fee / account holder | $3,060 | $6,171-50.4% | $5,351-42.8% | $11,596-73.6% |