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 | $43,540 | $232,540-81.3% | $185,117-76.5% | $147,584-70.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.61% | 43.03%-34.4pp | 40.50%-31.9pp | 578.55%-569.9pp |
| Employer contribution / active EE | $12,425 | $5,195+139.2% | $4,182+197.1% | $4,876+154.8% |
| Participant deferral / active EE | $7,550 | $5,834+29.4% | $5,045+49.6% | $5,439+38.8% |
| Admin fee / account holder | $663 | $10,275-93.5% | $8,159-91.9% | $10,885-93.9% |