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 | $55,391 | $88,751-37.6% | $81,812-32.3% | $145,922-62.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.59% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,789 | $3,083+22.9% | $2,912+30.1% | $4,660-18.7% |
| Participant deferral / active EE | $4,893 | $4,643+5.4% | $4,319+13.3% | $6,688-26.8% |
| Admin fee / account holder | $360 | $8,415-95.7% | $7,386-95.1% | $13,397-97.3% |