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 | $35,990 | $118,680-69.7% | $98,907-63.6% | $158,922-77.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.06% | 372.35%-355.3pp | 196.43%-179.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $5,441 | $3,333+63.3% | $2,689+102.4% | $4,761+14.3% |
| Participant deferral / active EE | $2,916 | $5,088-42.7% | $4,244-31.3% | $5,982-51.3% |
| Admin fee / account holder | $1,008 | $10,131-90.1% | $6,642-84.8% | $11,246-91.0% |