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 | $29,339 | $106,890-72.6% | $84,015-65.1% | $152,861-80.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.19% | 104.99%-82.8pp | 71.31%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,428 | $2,734+25.4% | $1,983+72.8% | $4,762-28.0% |
| Participant deferral / active EE | $4,005 | $4,011-0.2% | $3,239+23.7% | $5,850-31.5% |
| Admin fee / account holder | $414 | $8,285-95.0% | $6,101-93.2% | $11,596-96.4% |