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 | $47,396 | $101,069-53.1% | $81,478-41.8% | $147,584-67.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 25.84% | 32.40%-6.6pp | 38.78%-12.9pp | 578.55%-552.7pp |
| Employer contribution / active EE | $8,246 | $3,205+157.3% | $2,568+221.1% | $4,876+69.1% |
| Participant deferral / active EE | $6,542 | $4,242+54.2% | $3,537+85.0% | $5,439+20.3% |
| Admin fee / account holder | $926 | $5,812-84.1% | $4,561-79.7% | $10,885-91.5% |