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 | $46,436 | $104,907-55.7% | $84,611-45.1% | $152,861-69.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.46% | 373.79%-349.3pp | 258.74%-234.3pp | 345.32%-320.9pp |
| Employer contribution / active EE | $5,066 | $3,302+53.5% | $2,652+91.0% | $4,762+6.4% |
| Participant deferral / active EE | $7,456 | $4,688+59.0% | $3,899+91.2% | $5,850+27.4% |
| Admin fee / account holder | $9,448 | $6,241+51.4% | $4,912+92.3% | $11,596-18.5% |