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 | $28,737 | $100,901-71.5% | $75,670-62.0% | $147,584-80.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 21.78% | 35.78%-14.0pp | 27.34%-5.6pp | 578.55%-556.8pp |
| Employer contribution / active EE | $11,288 | $3,253+247.0% | $2,352+380.0% | $4,876+131.5% |
| Participant deferral / active EE | $5,795 | $4,027+43.9% | $3,142+84.4% | $5,439+6.5% |
| Admin fee / account holder | $469 | $11,285-95.8% | $5,800-91.9% | $10,885-95.7% |