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 | $47,566 | $102,966-53.8% | $90,281-47.3% | $152,861-68.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.13% | 95.16%-76.0pp | 78.10%-59.0pp | 345.32%-326.2pp |
| Employer contribution / active EE | $6,156 | $3,139+96.1% | $2,854+115.7% | $4,762+29.3% |
| Participant deferral / active EE | $5,834 | $4,281+36.3% | $3,885+50.1% | $5,850-0.3% |
| Admin fee / account holder | $2,595 | $6,171-57.9% | $5,351-51.5% | $11,596-77.6% |