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 | $15,232 | $84,233-81.9% | $170,442-91.1% | $70,131-78.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 23.54% | 23.06%+0.5pp | 205.93%-182.4pp | 73.14%-49.6pp |
| Employer contribution / active EE | $4,334 | $3,387+28.0% | $5,433-20.2% | $2,342+85.0% |
| Participant deferral / active EE | $9,657 | $3,086+213.0% | $4,939+95.5% | $3,332+189.9% |
| Admin fee / account holder | $14,518 | $5,698+154.8% | $13,880+4.6% | $4,645+212.5% |