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 | $55,858 | $129,217-56.8% | $93,406-40.2% | $158,922-64.9% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 9.69% | 118.21%-108.5pp | 78.05%-68.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $3,716 | $2,711+37.1% | $2,075+79.1% | $4,761-21.9% |
| Participant deferral / active EE | $1,099 | $3,909-71.9% | $3,126-64.8% | $5,982-81.6% |
| Admin fee / account holder | $8,642 | $7,383+17.1% | $5,230+65.3% | $11,246-23.1% |