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 | $59,748 | $107,334-44.3% | $92,893-35.7% | $152,861-60.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.96% | 145.58%-122.6pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,083 | $4,221-50.6% | $3,653-43.0% | $4,762-56.3% |
| Participant deferral / active EE | $4,710 | $4,845-2.8% | $4,236+11.2% | $5,850-19.5% |
| Admin fee / account holder | $501 | $7,079-92.9% | $5,794-91.3% | $11,596-95.7% |