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 | $54,112 | $152,587-64.5% | $125,175-56.8% | $152,861-64.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.17% | 54.84%-33.7pp | 43.79%-22.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,097 | $4,946-37.4% | $3,865-19.9% | $4,762-35.0% |
| Participant deferral / active EE | $7,863 | $5,868+34.0% | $4,937+59.3% | $5,850+34.4% |
| Admin fee / account holder | $343 | $13,434-97.4% | $9,702-96.5% | $11,596-97.0% |