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 | $78,226 | $152,587-48.7% | $125,175-37.5% | $152,861-48.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.25% | 54.84%-32.6pp | 43.79%-21.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $5,586 | $4,946+12.9% | $3,865+44.5% | $4,762+17.3% |
| Participant deferral / active EE | $8,793 | $5,868+49.9% | $4,937+78.1% | $5,850+50.3% |
| Admin fee / account holder | $440 | $13,434-96.7% | $9,702-95.5% | $11,596-96.2% |