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 | $35,575 | $84,696-58.0% | $75,696-53.0% | $167,490-78.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.88% | 199.36%-184.5pp | 104.53%-89.6pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,809 | $3,230-13.0% | $2,743+2.4% | $4,837-41.9% |
| Participant deferral / active EE | $5,227 | $4,580+14.1% | $3,821+36.8% | $6,341-17.6% |
| Admin fee / account holder | $532 | $5,355-90.1% | $3,619-85.3% | $12,309-95.7% |