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 | $43,206 | $65,395-33.9% | $182,532-76.3% | $72,985-40.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 27.95% | 27.68%+0.3pp | 148.54%-120.6pp | 81.00%-53.1pp |
| Employer contribution / active EE | $7,656 | $1,911+300.6% | $4,076+87.8% | $2,440+213.8% |
| Participant deferral / active EE | $6,070 | $3,563+70.4% | $5,524+9.9% | $3,607+68.3% |
| Admin fee / account holder | $573 | $4,245-86.5% | $8,592-93.3% | $5,124-88.8% |