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 | $81,821 | $99,079-17.4% | $77,999+4.9% | $273,961-70.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.85% | 217.93%-211.1pp | 425.96%-419.1pp | 41.45%-34.6pp |
| Employer contribution / active EE | $4,978 | $3,308+50.5% | $2,470+101.5% | $4,869+2.2% |
| Participant deferral / active EE | $8,288 | $4,306+92.5% | $3,497+137.0% | $5,287+56.8% |
| Admin fee / account holder | $999 | $8,954-88.8% | $5,480-81.8% | $10,132-90.1% |