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 | $42,542 | $99,079-57.1% | $77,999-45.5% | $273,961-84.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.97% | 217.93%-207.0pp | 425.96%-415.0pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,577 | $3,308-22.1% | $2,470+4.3% | $4,869-47.1% |
| Participant deferral / active EE | $6,845 | $4,306+59.0% | $3,497+95.7% | $5,287+29.5% |
| Admin fee / account holder | $1,668 | $8,954-81.4% | $5,480-69.6% | $10,132-83.5% |