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 | $46,469 | $114,381-59.4% | $107,525-56.8% | $142,382-67.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.61% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $7,168 | $4,015+78.5% | $3,754+91.0% | $4,299+66.7% |
| Participant deferral / active EE | $8,785 | $5,564+57.9% | $5,116+71.7% | $6,507+35.0% |
| Admin fee / account holder | $378 | $9,860-96.2% | $8,919-95.8% | $12,624-97.0% |