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 | $71,523 | $97,125-26.4% | $86,233-17.1% | $137,256-47.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.81% | 74.19%-61.4pp | 61.39%-48.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,611 | $2,841+62.3% | $2,504+84.1% | $4,156+10.9% |
| Participant deferral / active EE | $9,552 | $5,180+84.4% | $4,559+109.5% | $6,407+49.1% |
| Admin fee / account holder | $97,027 | $9,725+897.8% | $8,342+1063.1% | $12,270+690.8% |