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 | $50,512 | $98,240-48.6% | $82,313-38.6% | $147,584-65.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.42% | 30.85%-12.4pp | 25.88%-7.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $5,702 | $3,192+78.7% | $2,428+134.8% | $4,876+16.9% |
| Participant deferral / active EE | $6,677 | $4,383+52.3% | $3,706+80.2% | $5,439+22.8% |
| Admin fee / account holder | $317 | $8,563-96.3% | $5,608-94.3% | $10,885-97.1% |