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 | $36,279 | $112,881-67.9% | $90,951-60.1% | $158,922-77.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.31% | 215.79%-207.5pp | 134.60%-126.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $7,245 | $2,893+150.4% | $2,122+241.4% | $4,761+52.2% |
| Participant deferral / active EE | $3,500 | $4,128-15.2% | $3,373+3.8% | $5,982-41.5% |
| Admin fee / account holder | $334 | $8,041-95.8% | $5,959-94.4% | $11,246-97.0% |