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 | $47,735 | $74,888-36.3% | $71,209-33.0% | $142,382-66.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.16% | 345.14%-332.0pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,543 | $2,854+24.1% | $2,721+30.2% | $4,299-17.6% |
| Participant deferral / active EE | $4,970 | $4,454+11.6% | $4,175+19.0% | $6,507-23.6% |
| Admin fee / account holder | $432 | $5,568-92.2% | $5,349-91.9% | $12,624-96.6% |