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 | $51,997 | $180,749-71.2% | $160,784-67.7% | $137,256-62.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.37% | 2234.46%-2224.1pp | 1803.92%-1793.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,864 | $4,155-55.1% | $3,733-50.1% | $4,156-55.2% |
| Participant deferral / active EE | $4,914 | $6,844-28.2% | $6,293-21.9% | $6,407-23.3% |
| Admin fee / account holder | $35,312 | $10,397+239.6% | $9,717+263.4% | $12,270+187.8% |