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 | $42,370 | $108,642-61.0% | $74,701-43.3% | $152,861-72.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 27.76% | 114.06%-86.3pp | 752.92%-725.2pp | 345.32%-317.6pp |
| Employer contribution / active EE | $3,315 | $1,503+120.5% | $1,084+205.9% | $4,762-30.4% |
| Participant deferral / active EE | $8,379 | $2,712+208.9% | $1,964+326.7% | $5,850+43.2% |
| Admin fee / account holder | $435 | $4,902-91.1% | $3,333-87.0% | $11,596-96.3% |