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 | $72,823 | $232,540-68.7% | $185,117-60.7% | $147,584-50.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 63.10% | 43.03%+20.1pp | 40.50%+22.6pp | 578.55%-515.4pp |
| Employer contribution / active EE | $22,263 | $5,195+328.5% | $4,182+432.4% | $4,876+356.6% |
| Participant deferral / active EE | $4,641 | $5,834-20.4% | $5,045-8.0% | $5,439-14.7% |
| Admin fee / account holder | $642 | $10,275-93.8% | $8,159-92.1% | $10,885-94.1% |