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 | $48,899 | $118,680-58.8% | $98,907-50.6% | $158,922-69.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 44.81% | 372.35%-327.5pp | 196.43%-151.6pp | 302.83%-258.0pp |
| Employer contribution / active EE | $3,013 | $3,333-9.6% | $2,689+12.1% | $4,761-36.7% |
| Participant deferral / active EE | $11,620 | $5,088+128.4% | $4,244+173.8% | $5,982+94.2% |
| Admin fee / account holder | $663 | $10,131-93.5% | $6,642-90.0% | $11,246-94.1% |