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 | $39,476 | $107,334-63.2% | $92,893-57.5% | $152,861-74.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.81% | 145.58%-122.8pp | 109.41%-86.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $6,214 | $4,221+47.2% | $3,653+70.1% | $4,762+30.5% |
| Participant deferral / active EE | $7,597 | $4,845+56.8% | $4,236+79.3% | $5,850+29.9% |
| Admin fee / account holder | $369 | $7,079-94.8% | $5,794-93.6% | $11,596-96.8% |