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 | $48,653 | $107,934-54.9% | $91,989-47.1% | $152,861-68.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 50.72% | 89.24%-38.5pp | 69.02%-18.3pp | 345.32%-294.6pp |
| Employer contribution / active EE | $5,786 | $4,210+37.4% | $3,452+67.6% | $4,762+21.5% |
| Participant deferral / active EE | $9,919 | $6,364+55.9% | $5,923+67.5% | $5,850+69.6% |
| Admin fee / account holder | $4,043 | $10,520-61.6% | $7,743-47.8% | $11,596-65.1% |