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 | $45,276 | $102,966-56.0% | $90,281-49.9% | $152,861-70.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 10.92% | 95.16%-84.2pp | 78.10%-67.2pp | 345.32%-334.4pp |
| Employer contribution / active EE | $7,673 | $3,139+144.5% | $2,854+168.8% | $4,762+61.1% |
| Participant deferral / active EE | $8,414 | $4,281+96.5% | $3,885+116.6% | $5,850+43.8% |
| Admin fee / account holder | $12,137 | $6,171+96.7% | $5,351+126.8% | $11,596+4.7% |