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 | $43,250 | $106,515-59.4% | $96,683-55.3% | $139,434-69.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.57% | 38.43%-19.9pp | 35.69%-17.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $6,000 | $4,103+46.2% | $3,737+60.6% | $4,751+26.3% |
| Participant deferral / active EE | $2,435 | $5,454-55.3% | $4,878-50.1% | $6,710-63.7% |
| Admin fee / account holder | $786 | $7,877-90.0% | $6,730-88.3% | $11,403-93.1% |