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 | $45,038 | $126,574-64.4% | $106,213-57.6% | $145,922-69.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.80% | 224.79%-210.0pp | 116.14%-101.3pp | 561.29%-546.5pp |
| Employer contribution / active EE | $10,166 | $3,730+172.5% | $3,171+220.5% | $4,660+118.2% |
| Participant deferral / active EE | $9,871 | $5,724+72.5% | $5,016+96.8% | $6,688+47.6% |
| Admin fee / account holder | $565 | $17,304-96.7% | $11,033-94.9% | $13,397-95.8% |