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 | $24,236 | $107,334-77.4% | $92,893-73.9% | $152,861-84.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.17% | 145.58%-127.4pp | 109.41%-91.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,850 | $4,221-56.2% | $3,653-49.3% | $4,762-61.1% |
| Participant deferral / active EE | $1,760 | $4,845-63.7% | $4,236-58.4% | $5,850-69.9% |
| Admin fee / account holder | $930 | $7,079-86.9% | $5,794-83.9% | $11,596-92.0% |