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 | $43,342 | $74,888-42.1% | $71,209-39.1% | $142,382-69.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.74% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,368 | $2,854+53.0% | $2,721+60.5% | $4,299+1.6% |
| Participant deferral / active EE | $4,808 | $4,454+7.9% | $4,175+15.2% | $6,507-26.1% |
| Admin fee / account holder | $488 | $5,568-91.2% | $5,349-90.9% | $12,624-96.1% |