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 | $37,489 | $111,724-66.4% | $93,606-59.9% | $145,922-74.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.51% | 202.98%-192.5pp | 133.20%-122.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,324 | $3,090-57.2% | $2,420-45.3% | $4,660-71.6% |
| Participant deferral / active EE | $4,615 | $4,912-6.0% | $4,411+4.6% | $6,688-31.0% |
| Admin fee / account holder | $355 | $10,250-96.5% | $8,285-95.7% | $13,397-97.4% |