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 | $46,205 | $140,940-67.2% | $112,229-58.8% | $139,434-66.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.33% | 32.71%-11.4pp | 30.20%-8.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $7,668 | $4,283+79.0% | $3,430+123.5% | $4,751+61.4% |
| Participant deferral / active EE | $8,412 | $5,874+43.2% | $4,798+75.3% | $6,710+25.4% |
| Admin fee / account holder | $15,158 | $9,954+52.3% | $7,748+95.6% | $11,403+32.9% |