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 | $51,447 | $97,044-47.0% | $83,333-38.3% | $135,375-62.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.74% | 12.31%-20.1pp | 10.63%-18.4pp | 519.73%-527.5pp |
| Employer contribution / active EE | $11,758 | $4,143+183.8% | $3,379+248.0% | $4,779+146.0% |
| Participant deferral / active EE | $5,248 | $5,964-12.0% | $5,565-5.7% | $5,609-6.4% |
| Admin fee / account holder | $611 | $8,380-92.7% | $7,510-91.9% | $10,827-94.4% |