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 | $27,234 | $102,966-73.6% | $90,281-69.8% | $152,861-82.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.35% | 95.16%-76.8pp | 78.10%-59.7pp | 345.32%-327.0pp |
| Employer contribution / active EE | $5,798 | $3,139+84.7% | $2,854+103.1% | $4,762+21.7% |
| Participant deferral / active EE | $5,201 | $4,281+21.5% | $3,885+33.9% | $5,850-11.1% |
| Admin fee / account holder | $618 | $6,171-90.0% | $5,351-88.5% | $11,596-94.7% |