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 | $48,221 | $102,616-53.0% | $81,983-41.2% | $158,922-69.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 7.03% | 61.04%-54.0pp | 41.31%-34.3pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,483 | $3,240-54.2% | $2,498-40.6% | $4,761-68.9% |
| Participant deferral / active EE | $10,522 | $4,648+126.4% | $3,722+182.7% | $5,982+75.9% |
| Admin fee / account holder | $348 | $8,235-95.8% | $5,664-93.9% | $11,246-96.9% |