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 | $40,354 | $105,859-61.9% | $90,160-55.2% | $147,584-72.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.15% | 37.63%-25.5pp | 34.88%-22.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $12,665 | $4,126+206.9% | $3,318+281.7% | $4,876+159.7% |
| Participant deferral / active EE | $5,896 | $5,733+2.8% | $5,288+11.5% | $5,439+8.4% |
| Admin fee / account holder | $4,650 | $8,046-42.2% | $5,943-21.8% | $10,885-57.3% |