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 | $32,131 | $107,334-70.1% | $92,893-65.4% | $152,861-79.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.15% | 145.58%-126.4pp | 109.41%-90.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $8,010 | $4,221+89.8% | $3,653+119.3% | $4,762+68.2% |
| Participant deferral / active EE | $1,797 | $4,845-62.9% | $4,236-57.6% | $5,850-69.3% |
| Admin fee / account holder | $1,000 | $7,079-85.9% | $5,794-82.7% | $11,596-91.4% |