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 | $42,394 | $107,934-60.7% | $91,989-53.9% | $152,861-72.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.68% | 89.24%-66.6pp | 69.02%-46.3pp | 345.32%-322.6pp |
| Employer contribution / active EE | $22,643 | $4,210+437.9% | $3,452+556.0% | $4,762+375.5% |
| Participant deferral / active EE | $14,043 | $6,364+120.6% | $5,923+137.1% | $5,850+140.0% |
| Admin fee / account holder | $601 | $10,520-94.3% | $7,743-92.2% | $11,596-94.8% |