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 | $49,657 | $115,770-57.1% | $101,248-51.0% | $158,922-68.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.22% | 56.14%-41.9pp | 46.47%-32.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,193 | $4,175-47.5% | $3,660-40.1% | $4,761-53.9% |
| Participant deferral / active EE | $7,800 | $4,957+57.3% | $4,370+78.5% | $5,982+30.4% |
| Admin fee / account holder | $376 | $7,245-94.8% | $5,945-93.7% | $11,246-96.7% |