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 5-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 | $48,161 | $102,317-52.9% | $146,958-67.2% | $80,856-40.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 26.41% | 134.76%-108.3pp | 418.34%-391.9pp | 35.59%-9.2pp |
| Employer contribution / active EE | $3,674 | $3,713-1.1% | $4,933-25.5% | $2,755+33.4% |
| Participant deferral / active EE | $10,738 | $6,644+61.6% | $8,070+33.1% | $4,296+150.0% |
| Admin fee / account holder | $832 | $7,941-89.5% | $12,998-93.6% | $6,918-88.0% |