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 | $52,553 | $99,079-47.0% | $77,999-32.6% | $273,961-80.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.97% | 217.93%-211.0pp | 425.96%-419.0pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,791 | $3,308+14.6% | $2,470+53.5% | $4,869-22.1% |
| Participant deferral / active EE | $6,347 | $4,306+47.4% | $3,497+81.5% | $5,287+20.0% |
| Admin fee / account holder | $477 | $8,954-94.7% | $5,480-91.3% | $10,132-95.3% |