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 | $97,331 | $176,662-44.9% | $130,648-25.5% | $152,861-36.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 12.12% | 2692.24%-2680.1pp | 1708.96%-1696.8pp | 345.32%-333.2pp |
| Employer contribution / active EE | $540 | $5,742-90.6% | $4,092-86.8% | $4,762-88.7% |
| Participant deferral / active EE | $12,667 | $4,361+190.4% | $3,603+251.6% | $5,850+116.5% |
| Admin fee / account holder | $464,646 | $7,133+6414.2% | $5,464+8403.0% | $11,596+3906.8% |