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 | $58,435 | $107,334-45.6% | $92,893-37.1% | $152,861-61.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.71% | 145.58%-121.9pp | 109.41%-85.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,542 | $4,221-63.5% | $3,653-57.8% | $4,762-67.6% |
| Participant deferral / active EE | $1,677 | $4,845-65.4% | $4,236-60.4% | $5,850-71.3% |
| Admin fee / account holder | $763 | $7,079-89.2% | $5,794-86.8% | $11,596-93.4% |