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 | $58,062 | $99,877-41.9% | $84,966-31.7% | $145,922-60.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.46% | 83.76%-69.3pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,413 | $3,231+36.6% | $2,727+61.8% | $4,660-5.3% |
| Participant deferral / active EE | $1,796 | $5,291-66.0% | $4,519-60.3% | $6,688-73.1% |
| Admin fee / account holder | $6,800 | $7,248-6.2% | $6,149+10.6% | $13,397-49.2% |