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 | $56,108 | $121,625-53.9% | $104,607-46.4% | $158,922-64.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.09% | 465.26%-447.2pp | 340.46%-322.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $8,690 | $3,163+174.7% | $2,681+224.2% | $4,761+82.5% |
| Participant deferral / active EE | $6,022 | $4,177+44.2% | $3,740+61.0% | $5,982+0.7% |
| Admin fee / account holder | $507 | $7,787-93.5% | $6,473-92.2% | $11,246-95.5% |