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 | $38,396 | $84,527-54.6% | $67,711-43.3% | $125,391-69.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 1.37% | 2.57%-1.2pp | 25.41%-24.0pp | 282.22%-280.9pp |
| Employer contribution / active EE | $5,694 | $3,292+73.0% | $2,559+122.5% | $4,866+17.0% |
| Participant deferral / active EE | $7,664 | $4,429+73.0% | $3,585+113.8% | $5,352+43.2% |
| Admin fee / account holder | $14,083 | $5,340+163.7% | $4,255+231.0% | $9,540+47.6% |