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 | $53,244 | $115,770-54.0% | $101,248-47.4% | $158,922-66.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.87% | 56.14%-32.3pp | 46.47%-22.6pp | 302.83%-279.0pp |
| Employer contribution / active EE | $8,801 | $4,175+110.8% | $3,660+140.5% | $4,761+84.8% |
| Participant deferral / active EE | $5,948 | $4,957+20.0% | $4,370+36.1% | $5,982-0.6% |
| Admin fee / account holder | $828 | $7,245-88.6% | $5,945-86.1% | $11,246-92.6% |