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 | $38,947 | $98,750-60.6% | $149,696-74.0% | $79,858-51.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.55% | 27.43%-5.9pp | 276.60%-255.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $4,471 | $3,216+39.0% | $4,644-3.7% | $2,471+80.9% |
| Participant deferral / active EE | $9,848 | $5,680+73.4% | $6,842+43.9% | $3,740+163.3% |
| Admin fee / account holder | $6,072 | $6,053+0.3% | $9,309-34.8% | $5,306+14.4% |