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 | $42,627 | $96,557-55.9% | $80,975-47.4% | $273,961-84.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 40.59% | 15.14%+25.4pp | 17.10%+23.5pp | 41.45%-0.9pp |
| Employer contribution / active EE | $11,667 | $4,868+139.7% | $3,714+214.1% | $4,869+139.6% |
| Participant deferral / active EE | $8,000 | $6,598+21.3% | $5,696+40.4% | $5,287+51.3% |
| Admin fee / account holder | $429 | $7,492-94.3% | $5,516-92.2% | $10,132-95.8% |