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 | $36,335 | $107,334-66.1% | $92,893-60.9% | $152,861-76.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.55% | 145.58%-129.0pp | 109.41%-92.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $12,839 | $4,221+204.2% | $3,653+251.5% | $4,762+169.6% |
| Participant deferral / active EE | $3,781 | $4,845-22.0% | $4,236-10.7% | $5,850-35.4% |
| Admin fee / account holder | $2,562 | $7,079-63.8% | $5,794-55.8% | $11,596-77.9% |