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 | $51,233 | $102,966-50.2% | $90,281-43.3% | $152,861-66.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.27% | 95.16%-79.9pp | 78.10%-62.8pp | 345.32%-330.0pp |
| Employer contribution / active EE | $4,890 | $3,139+55.8% | $2,854+71.3% | $4,762+2.7% |
| Participant deferral / active EE | $9,569 | $4,281+123.5% | $3,885+146.3% | $5,850+63.6% |
| Admin fee / account holder | $1,934 | $6,171-68.7% | $5,351-63.9% | $11,596-83.3% |