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 | $52,443 | $102,966-49.1% | $90,281-41.9% | $152,861-65.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.22% | 95.16%-74.9pp | 78.10%-57.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $4,836 | $3,139+54.1% | $2,854+69.4% | $4,762+1.6% |
| Participant deferral / active EE | $8,072 | $4,281+88.5% | $3,885+107.8% | $5,850+38.0% |
| Admin fee / account holder | $6,817 | $6,171+10.5% | $5,351+27.4% | $11,596-41.2% |