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 | $51,321 | $104,486-50.9% | $76,817-33.2% | $152,861-66.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 19.50% | 1013.37%-993.9pp | 1166.11%-1146.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,812 | $3,116-41.8% | $2,302-21.3% | $4,762-61.9% |
| Participant deferral / active EE | $2,533 | $4,236-40.2% | $3,336-24.1% | $5,850-56.7% |
| Admin fee / account holder | $1,836 | $12,275-85.0% | $6,420-71.4% | $11,596-84.2% |