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 | $45,113 | $88,751-49.2% | $81,812-44.9% | $145,922-69.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.33% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $4,271 | $3,083+38.5% | $2,912+46.7% | $4,660-8.3% |
| Participant deferral / active EE | $2,090 | $4,643-55.0% | $4,319-51.6% | $6,688-68.7% |
| Admin fee / account holder | $995 | $8,415-88.2% | $7,386-86.5% | $13,397-92.6% |