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 | $41,989 | $96,635-56.5% | $86,612-51.5% | $139,434-69.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.13% | 106.41%-93.3pp | 591.07%-577.9pp | 372.94%-359.8pp |
| Employer contribution / active EE | $5,718 | $3,263+75.2% | $3,022+89.2% | $4,751+20.3% |
| Participant deferral / active EE | $3,062 | $4,836-36.7% | $4,438-31.0% | $6,710-54.4% |
| Admin fee / account holder | $779 | $6,408-87.8% | $5,614-86.1% | $11,403-93.2% |