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 | $45,199 | $99,877-54.7% | $84,966-46.8% | $145,922-69.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 83.76%-73.7pp | 66.38%-56.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $960 | $3,231-70.3% | $2,727-64.8% | $4,660-79.4% |
| Participant deferral / active EE | $24,000 | $5,291+353.6% | $4,519+431.1% | $6,688+258.9% |
| Admin fee / account holder | $765 | $7,248-89.4% | $6,149-87.6% | $13,397-94.3% |