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 | $64,422 | $104,974-38.6% | $95,585-32.6% | $142,382-54.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.44% | 210.33%-199.9pp | 38.56%-28.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $5,280 | $2,779+90.0% | $2,527+109.0% | $4,299+22.8% |
| Participant deferral / active EE | $31,000 | $4,352+612.3% | $4,023+670.6% | $6,507+376.4% |
| Admin fee / account holder | $134,661 | $6,386+2008.7% | $6,127+2097.7% | $12,624+966.7% |