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 | $52,322 | $91,037-42.5% | $71,671-27.0% | $147,584-64.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.76% | 20.48%-2.7pp | 20.65%-2.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $8,848 | $3,327+165.9% | $2,460+259.7% | $4,876+81.4% |
| Participant deferral / active EE | $4,878 | $4,498+8.4% | $3,438+41.9% | $5,439-10.3% |
| Admin fee / account holder | $373 | $8,613-95.7% | $5,558-93.3% | $10,885-96.6% |