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 | $33,643 | $162,781-79.3% | $133,956-74.9% | $158,922-78.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.80% | 41.94%-34.1pp | 45.09%-37.3pp | 302.83%-295.0pp |
| Employer contribution / active EE | $4,019 | $4,975-19.2% | $3,919+2.6% | $4,761-15.6% |
| Participant deferral / active EE | $6,251 | $5,911+5.8% | $5,048+23.8% | $5,982+4.5% |
| Admin fee / account holder | $40,188 | $11,736+242.4% | $8,927+350.2% | $11,246+257.4% |