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 | $31,580 | $96,484-67.3% | $75,886-58.4% | $152,861-79.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 28.89% | 33.98%-5.1pp | 30.76%-1.9pp | 345.32%-316.4pp |
| Employer contribution / active EE | $5,740 | $3,309+73.4% | $2,500+129.6% | $4,762+20.5% |
| Participant deferral / active EE | $7,309 | $4,553+60.5% | $3,603+102.9% | $5,850+24.9% |
| Admin fee / account holder | $2,823 | $8,078-65.1% | $5,418-47.9% | $11,596-75.7% |