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 | $62,596 | $96,635-35.2% | $86,612-27.7% | $139,434-55.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.63% | 106.41%-85.8pp | 591.07%-570.4pp | 372.94%-352.3pp |
| Employer contribution / active EE | $7,073 | $3,263+116.8% | $3,022+134.0% | $4,751+48.9% |
| Participant deferral / active EE | $7,073 | $4,836+46.3% | $4,438+59.4% | $6,710+5.4% |
| Admin fee / account holder | $678 | $6,408-89.4% | $5,614-87.9% | $11,403-94.1% |