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 | $54,258 | $91,037-40.4% | $71,671-24.3% | $147,584-63.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.92% | 20.48%-4.6pp | 20.65%-4.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $10,406 | $3,327+212.7% | $2,460+323.0% | $4,876+113.4% |
| Participant deferral / active EE | $6,038 | $4,498+34.2% | $3,438+75.6% | $5,439+11.0% |
| Admin fee / account holder | $415 | $8,613-95.2% | $5,558-92.5% | $10,885-96.2% |