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 | $49,136 | $102,317-52.0% | $146,958-66.6% | $80,856-39.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.87% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $6,016 | $3,713+62.0% | $4,933+22.0% | $2,755+118.4% |
| Participant deferral / active EE | $3,295 | $6,644-50.4% | $8,070-59.2% | $4,296-23.3% |
| Admin fee / account holder | $1,131 | $7,941-85.8% | $12,998-91.3% | $6,918-83.6% |