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 | $45,993 | $63,346-27.4% | $92,233-50.1% | $70,131-34.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.08% | 530.12%-516.0pp | 176.28%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $8,550 | $2,471+246.0% | $3,679+132.4% | $2,342+265.0% |
| Participant deferral / active EE | $4,105 | $2,854+43.9% | $3,897+5.3% | $3,332+23.2% |
| Admin fee / account holder | $302 | $3,840-92.1% | $5,194-94.2% | $4,645-93.5% |