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 | $35,222 | $107,334-67.2% | $92,893-62.1% | $152,861-77.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.86% | 145.58%-127.7pp | 109.41%-91.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $7,281 | $4,221+72.5% | $3,653+99.3% | $4,762+52.9% |
| Participant deferral / active EE | $6,789 | $4,845+40.1% | $4,236+60.3% | $5,850+16.0% |
| Admin fee / account holder | $2,058 | $7,079-70.9% | $5,794-64.5% | $11,596-82.3% |