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 | $73,326 | $129,217-43.3% | $93,406-21.5% | $158,922-53.9% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 22.46% | 118.21%-95.8pp | 78.05%-55.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $8,437 | $2,711+211.2% | $2,075+306.6% | $4,761+77.2% |
| Participant deferral / active EE | $5,339 | $3,909+36.6% | $3,126+70.8% | $5,982-10.7% |
| Admin fee / account holder | $956 | $7,383-87.0% | $5,230-81.7% | $11,246-91.5% |