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 | $39,564 | $124,281-68.2% | $109,143-63.8% | $167,490-76.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.83% | 26.04%-7.2pp | 25.75%-6.9pp | 478.56%-459.7pp |
| Employer contribution / active EE | $10,214 | $4,207+142.8% | $3,722+174.4% | $4,837+111.1% |
| Participant deferral / active EE | $2,039 | $5,255-61.2% | $4,653-56.2% | $6,341-67.8% |
| Admin fee / account holder | $2,520 | $7,970-68.4% | $6,752-62.7% | $12,309-79.5% |