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 | $65,451 | $118,680-44.9% | $98,907-33.8% | $158,922-58.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.35% | 372.35%-352.0pp | 196.43%-176.1pp | 302.83%-282.5pp |
| Employer contribution / active EE | $4,672 | $3,333+40.2% | $2,689+73.7% | $4,761-1.9% |
| Participant deferral / active EE | $9,841 | $5,088+93.4% | $4,244+131.9% | $5,982+64.5% |
| Admin fee / account holder | $614 | $10,131-93.9% | $6,642-90.8% | $11,246-94.5% |