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 | $42,928 | $126,574-66.1% | $106,213-59.6% | $145,922-70.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 24.24% | 224.79%-200.5pp | 116.14%-91.9pp | 561.29%-537.0pp |
| Employer contribution / active EE | $10,029 | $3,730+168.9% | $3,171+216.2% | $4,660+115.2% |
| Participant deferral / active EE | $1,647 | $5,724-71.2% | $5,016-67.2% | $6,688-75.4% |
| Admin fee / account holder | $3,048 | $17,304-82.4% | $11,033-72.4% | $13,397-77.3% |