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 | $52,213 | $107,334-51.4% | $92,893-43.8% | $152,861-65.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.61% | 145.58%-124.0pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,006 | $4,221-52.5% | $3,653-45.1% | $4,762-57.9% |
| Participant deferral / active EE | $3,845 | $4,845-20.6% | $4,236-9.2% | $5,850-34.3% |
| Admin fee / account holder | $804 | $7,079-88.6% | $5,794-86.1% | $11,596-93.1% |