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 | $58,073 | $88,751-34.6% | $81,812-29.0% | $145,922-60.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.94% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $6,439 | $3,083+108.8% | $2,912+121.1% | $4,660+38.2% |
| Participant deferral / active EE | $5,169 | $4,643+11.3% | $4,319+19.7% | $6,688-22.7% |
| Admin fee / account holder | $24,156 | $8,415+187.1% | $7,386+227.1% | $13,397+80.3% |