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 | $29,257 | $92,703-68.4% | $82,719-64.6% | $134,475-78.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 2.90% | 944.92%-942.0pp | 701.18%-698.3pp | 417.96%-415.1pp |
| Employer contribution / active EE | $6,588 | $3,274+101.2% | $3,009+118.9% | $4,740+39.0% |
| Participant deferral / active EE | $2,367 | $4,802-50.7% | $4,395-46.2% | $6,400-63.0% |
| Admin fee / account holder | $8,014 | $5,983+33.9% | $5,329+50.4% | $11,426-29.9% |