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 | $47,809 | $102,966-53.6% | $90,281-47.0% | $152,861-68.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.92% | 95.16%-72.2pp | 78.10%-55.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,496 | $3,139-52.3% | $2,854-47.6% | $4,762-68.6% |
| Participant deferral / active EE | $7,053 | $4,281+64.7% | $3,885+81.5% | $5,850+20.6% |
| Admin fee / account holder | $19,178 | $6,171+210.8% | $5,351+258.4% | $11,596+65.4% |