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 | $42,213 | $88,751-52.4% | $81,812-48.4% | $145,922-71.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.09% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $6,580 | $3,083+113.4% | $2,912+125.9% | $4,660+41.2% |
| Participant deferral / active EE | $8,502 | $4,643+83.1% | $4,319+96.9% | $6,688+27.1% |
| Admin fee / account holder | $391 | $8,415-95.4% | $7,386-94.7% | $13,397-97.1% |