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 | $25,275 | $71,809-64.8% | $61,048-58.6% | $152,861-83.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 17.26% | 29.74%-12.5pp | 26.18%-8.9pp | 345.32%-328.1pp |
| Employer contribution / active EE | $5,331 | $4,545+17.3% | $3,716+43.4% | $4,762+11.9% |
| Participant deferral / active EE | $4,422 | $5,467-19.1% | $4,470-1.1% | $5,850-24.4% |
| Admin fee / account holder | $17,125 | $4,750+260.5% | $3,728+359.4% | $11,596+47.7% |