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 | $71,431 | $152,587-53.2% | $125,175-42.9% | $152,861-53.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 29.98% | 54.84%-24.9pp | 43.79%-13.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $16,068 | $4,946+224.8% | $3,865+315.7% | $4,762+237.4% |
| Participant deferral / active EE | $4,750 | $5,868-19.1% | $4,937-3.8% | $5,850-18.8% |
| Admin fee / account holder | $478 | $13,434-96.4% | $9,702-95.1% | $11,596-95.9% |