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 | $55,446 | $102,966-46.2% | $90,281-38.6% | $152,861-63.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.54% | 95.16%-79.6pp | 78.10%-62.6pp | 345.32%-329.8pp |
| Employer contribution / active EE | $7,714 | $3,139+145.8% | $2,854+170.2% | $4,762+62.0% |
| Participant deferral / active EE | $14,240 | $4,281+232.6% | $3,885+266.5% | $5,850+143.4% |
| Admin fee / account holder | $2,285 | $6,171-63.0% | $5,351-57.3% | $11,596-80.3% |