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 | $52,860 | $112,096-52.8% | $95,952-44.9% | $158,922-66.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.23% | 171.09%-156.9pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $10,658 | $3,198+233.3% | $2,541+319.4% | $4,761+123.9% |
| Participant deferral / active EE | $3,119 | $4,784-34.8% | $4,167-25.1% | $5,982-47.9% |
| Admin fee / account holder | $985 | $10,130-90.3% | $6,795-85.5% | $11,246-91.2% |