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 | $60,029 | $107,015-43.9% | $73,545-18.4% | $147,584-59.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.37% | 38.25%-20.9pp | -15.16%+32.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $11,473 | $1,760+551.8% | $1,219+841.2% | $4,876+135.3% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $427 | $3,055-86.0% | $2,320-81.6% | $10,885-96.1% |