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 | $51,785 | $126,574-59.1% | $106,213-51.2% | $145,922-64.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.53% | 224.79%-214.3pp | 116.14%-105.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,510 | $3,730-32.7% | $3,171-20.9% | $4,660-46.1% |
| Participant deferral / active EE | $2,625 | $5,724-54.1% | $5,016-47.7% | $6,688-60.7% |
| Admin fee / account holder | $3,153 | $17,304-81.8% | $11,033-71.4% | $13,397-76.5% |