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 | $51,470 | $126,574-59.3% | $106,213-51.5% | $145,922-64.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.71% | 224.79%-203.1pp | 116.14%-94.4pp | 561.29%-539.6pp |
| Employer contribution / active EE | $2,389 | $3,730-36.0% | $3,171-24.7% | $4,660-48.7% |
| Participant deferral / active EE | $8,469 | $5,724+48.0% | $5,016+68.9% | $6,688+26.6% |
| Admin fee / account holder | $3,611 | $17,304-79.1% | $11,033-67.3% | $13,397-73.0% |