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 | $49,303 | $106,890-53.9% | $84,015-41.3% | $152,861-67.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 11.64% | 104.99%-93.3pp | 71.31%-59.7pp | 345.32%-333.7pp |
| Employer contribution / active EE | $9,891 | $2,734+261.8% | $1,983+398.7% | $4,762+107.7% |
| Participant deferral / active EE | $8,000 | $4,011+99.4% | $3,239+147.0% | $5,850+36.7% |
| Admin fee / account holder | $966 | $8,285-88.3% | $6,101-84.2% | $11,596-91.7% |