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 | $48,494 | $110,809-56.2% | $86,874-44.2% | $167,490-71.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 8.57% | 116.98%-108.4pp | 63.52%-55.0pp | 478.56%-470.0pp |
| Employer contribution / active EE | $4,600 | $3,244+41.8% | $2,495+84.4% | $4,837-4.9% |
| Participant deferral / active EE | $10,571 | $4,546+132.5% | $3,699+185.8% | $6,341+66.7% |
| Admin fee / account holder | $447 | $8,415-94.7% | $5,828-92.3% | $12,309-96.4% |