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 | $52,251 | $104,907-50.2% | $84,611-38.2% | $152,861-65.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.51% | 373.79%-353.3pp | 258.74%-238.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $5,334 | $3,302+61.6% | $2,652+101.1% | $4,762+12.0% |
| Participant deferral / active EE | $10,241 | $4,688+118.5% | $3,899+162.7% | $5,850+75.1% |
| Admin fee / account holder | $1,404 | $6,241-77.5% | $4,912-71.4% | $11,596-87.9% |