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 5-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 | $60,703 | $99,877-39.2% | $84,966-28.6% | $145,922-58.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.33% | 83.76%-70.4pp | 66.38%-53.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,471 | $3,231-23.5% | $2,727-9.4% | $4,660-47.0% |
| Participant deferral / active EE | $10,853 | $5,291+105.1% | $4,519+140.1% | $6,688+62.3% |
| Admin fee / account holder | $891 | $7,248-87.7% | $6,149-85.5% | $13,397-93.4% |