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 | $61,415 | $99,877-38.5% | $84,966-27.7% | $145,922-57.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.76% | 83.76%-73.0pp | 66.38%-55.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,742 | $3,231-46.1% | $2,727-36.1% | $4,660-62.6% |
| Participant deferral / active EE | $3,055 | $5,291-42.3% | $4,519-32.4% | $6,688-54.3% |
| Admin fee / account holder | $10,476 | $7,248+44.5% | $6,149+70.4% | $13,397-21.8% |