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 | $70,011 | $106,515-34.3% | $96,683-27.6% | $139,434-49.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.53% | 38.43%-26.9pp | 35.69%-24.2pp | 372.94%-361.4pp |
| Employer contribution / active EE | $17,404 | $4,103+324.2% | $3,737+365.8% | $4,751+266.3% |
| Participant deferral / active EE | $2,768 | $5,454-49.3% | $4,878-43.3% | $6,710-58.8% |
| Admin fee / account holder | $3,540 | $7,877-55.1% | $6,730-47.4% | $11,403-69.0% |