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 | $26,391 | $99,079-73.4% | $77,999-66.2% | $273,961-90.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 13.44% | 217.93%-204.5pp | 425.96%-412.5pp | 41.45%-28.0pp |
| Employer contribution / active EE | $4,796 | $3,308+45.0% | $2,470+94.2% | $4,869-1.5% |
| Participant deferral / active EE | $7,521 | $4,306+74.6% | $3,497+115.1% | $5,287+42.2% |
| Admin fee / account holder | $3,730 | $8,954-58.3% | $5,480-31.9% | $10,132-63.2% |