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 | $68,068 | $106,890-36.3% | $84,015-19.0% | $152,861-55.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 8.42% | 104.99%-96.6pp | 71.31%-62.9pp | 345.32%-336.9pp |
| Employer contribution / active EE | $7,423 | $2,734+171.5% | $1,983+274.3% | $4,762+55.9% |
| Participant deferral / active EE | $11,448 | $4,011+185.4% | $3,239+253.5% | $5,850+95.7% |
| Admin fee / account holder | $14,318 | $8,285+72.8% | $6,101+134.7% | $11,596+23.5% |