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 | $54,183 | $99,877-45.8% | $84,966-36.2% | $145,922-62.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.72% | 83.76%-72.0pp | 66.38%-54.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,678 | $3,231+13.8% | $2,727+34.9% | $4,660-21.1% |
| Participant deferral / active EE | $6,170 | $5,291+16.6% | $4,519+36.5% | $6,688-7.7% |
| Admin fee / account holder | $1,105 | $7,248-84.8% | $6,149-82.0% | $13,397-91.8% |