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 | $71,803 | $104,907-31.6% | $84,611-15.1% | $152,861-53.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.53% | 373.79%-356.3pp | 258.74%-241.2pp | 345.32%-327.8pp |
| Employer contribution / active EE | $6,980 | $3,302+111.4% | $2,652+163.2% | $4,762+46.6% |
| Participant deferral / active EE | $14,145 | $4,688+201.7% | $3,899+262.8% | $5,850+141.8% |
| Admin fee / account holder | $33,815 | $6,241+441.8% | $4,912+588.4% | $11,596+191.6% |