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 | $58,365 | $102,317-43.0% | $146,958-60.3% | $80,856-27.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.03% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,002 | $3,713-73.0% | $4,933-79.7% | $2,755-63.6% |
| Participant deferral / active EE | $9,618 | $6,644+44.8% | $8,070+19.2% | $4,296+123.9% |
| Admin fee / account holder | $786 | $7,941-90.1% | $12,998-94.0% | $6,918-88.6% |