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 | $47,906 | $115,770-58.6% | $101,248-52.7% | $158,922-69.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.53% | 56.14%-32.6pp | 46.47%-22.9pp | 302.83%-279.3pp |
| Employer contribution / active EE | $7,377 | $4,175+76.7% | $3,660+101.6% | $4,761+54.9% |
| Participant deferral / active EE | $9,931 | $4,957+100.3% | $4,370+127.2% | $5,982+66.0% |
| Admin fee / account holder | $7,703 | $7,245+6.3% | $5,945+29.6% | $11,246-31.5% |