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 | $31,409 | $89,652-65.0% | $141,162-77.7% | $65,185-51.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 97.25% | 32.79%+64.5pp | 71.39%+25.9pp | 29.38%+67.9pp |
| Employer contribution / active EE | $1,656 | $3,065-46.0% | $4,735-65.0% | $2,177-23.9% |
| Participant deferral / active EE | $2,610 | $5,691-54.1% | $6,709-61.1% | $3,514-25.7% |
| Admin fee / account holder | $633 | $569+11.4% | $10,261-93.8% | $847-25.3% |