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 | $53,850 | $115,770-53.5% | $101,248-46.8% | $158,922-66.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.29% | 56.14%-36.9pp | 46.47%-27.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,656 | $4,175-60.3% | $3,660-54.7% | $4,761-65.2% |
| Participant deferral / active EE | $6,750 | $4,957+36.2% | $4,370+54.5% | $5,982+12.8% |
| Admin fee / account holder | $419 | $7,245-94.2% | $5,945-93.0% | $11,246-96.3% |