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 | $51,314 | $106,890-52.0% | $84,015-38.9% | $152,861-66.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 32.86% | 104.99%-72.1pp | 71.31%-38.4pp | 345.32%-312.5pp |
| Employer contribution / active EE | $10,216 | $2,734+273.6% | $1,983+415.1% | $4,762+114.5% |
| Participant deferral / active EE | $6,108 | $4,011+52.3% | $3,239+88.6% | $5,850+4.4% |
| Admin fee / account holder | $317 | $8,285-96.2% | $6,101-94.8% | $11,596-97.3% |