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 | $30,383 | $106,890-71.6% | $84,015-63.8% | $152,861-80.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.94% | 104.99%-87.0pp | 71.31%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $6,151 | $2,734+124.9% | $1,983+210.1% | $4,762+29.2% |
| Participant deferral / active EE | $9,279 | $4,011+131.3% | $3,239+186.5% | $5,850+58.6% |
| Admin fee / account holder | $954 | $8,285-88.5% | $6,101-84.4% | $11,596-91.8% |