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 | $73,478 | $90,600-18.9% | $79,464-7.5% | $135,375-45.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.49% | 977.43%-967.9pp | 718.14%-708.7pp | 519.73%-510.2pp |
| Employer contribution / active EE | $1,212 | $3,068-60.5% | $2,800-56.7% | $4,779-74.6% |
| Participant deferral / active EE | $2,358 | $4,050-41.8% | $3,704-36.3% | $5,609-58.0% |
| Admin fee / account holder | $927 | $5,907-84.3% | $5,113-81.9% | $10,827-91.4% |