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 | $41,551 | $107,334-61.3% | $92,893-55.3% | $152,861-72.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.34% | 145.58%-132.2pp | 109.41%-96.1pp | 345.32%-332.0pp |
| Employer contribution / active EE | $10,389 | $4,221+146.1% | $3,653+184.4% | $4,762+118.2% |
| Participant deferral / active EE | $6,135 | $4,845+26.6% | $4,236+44.8% | $5,850+4.9% |
| Admin fee / account holder | $850 | $7,079-88.0% | $5,794-85.3% | $11,596-92.7% |