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 | $42,773 | $107,334-60.1% | $92,893-54.0% | $152,861-72.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.00% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $10,584 | $4,221+150.8% | $3,653+189.8% | $4,762+122.3% |
| Participant deferral / active EE | $6,876 | $4,845+41.9% | $4,236+62.3% | $5,850+17.5% |
| Admin fee / account holder | $589 | $7,079-91.7% | $5,794-89.8% | $11,596-94.9% |