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 | $24,318 | $90,600-73.2% | $79,464-69.4% | $135,375-82.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.20% | 977.43%-970.2pp | 718.14%-710.9pp | 519.73%-512.5pp |
| Employer contribution / active EE | $2,852 | $3,068-7.0% | $2,800+1.8% | $4,779-40.3% |
| Participant deferral / active EE | $4,651 | $4,050+14.8% | $3,704+25.6% | $5,609-17.1% |
| Admin fee / account holder | $465 | $5,907-92.1% | $5,113-90.9% | $10,827-95.7% |