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 | $54,699 | $102,966-46.9% | $90,281-39.4% | $152,861-64.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.29% | 95.16%-78.9pp | 78.10%-61.8pp | 345.32%-329.0pp |
| Employer contribution / active EE | $5,684 | $3,139+81.1% | $2,854+99.1% | $4,762+19.4% |
| Participant deferral / active EE | $7,237 | $4,281+69.0% | $3,885+86.3% | $5,850+23.7% |
| Admin fee / account holder | $35,413 | $6,171+473.9% | $5,351+561.8% | $11,596+205.4% |