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 7-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 | $38,611 | $115,770-66.6% | $101,248-61.9% | $158,922-75.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 35.95% | 56.14%-20.2pp | 46.47%-10.5pp | 302.83%-266.9pp |
| Employer contribution / active EE | $10,135 | $4,175+142.8% | $3,660+177.0% | $4,761+112.9% |
| Participant deferral / active EE | $9,435 | $4,957+90.3% | $4,370+115.9% | $5,982+57.7% |
| Admin fee / account holder | $370 | $7,245-94.9% | $5,945-93.8% | $11,246-96.7% |