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 | $34,059 | $107,334-68.3% | $92,893-63.3% | $152,861-77.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.43% | 145.58%-124.2pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,779 | $4,221-34.2% | $3,653-23.9% | $4,762-41.7% |
| Participant deferral / active EE | $5,890 | $4,845+21.6% | $4,236+39.0% | $5,850+0.7% |
| Admin fee / account holder | $19,919 | $7,079+181.4% | $5,794+243.8% | $11,596+71.8% |