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 | $75,827 | $112,096-32.4% | $95,952-21.0% | $158,922-52.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.00% | 171.09%-157.1pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $5,000 | $3,198+56.3% | $2,541+96.8% | $4,761+5.0% |
| Participant deferral / active EE | $6,793 | $4,784+42.0% | $4,167+63.0% | $5,982+13.6% |
| Admin fee / account holder | $450 | $10,130-95.6% | $6,795-93.4% | $11,246-96.0% |