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 | $33,832 | $77,813-56.5% | $123,544-72.6% | $64,186-47.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 8.26% | 12.48%-4.2pp | 119.20%-110.9pp | 7.63%+0.6pp |
| Employer contribution / active EE | $8,310 | $3,014+175.7% | $4,628+79.6% | $2,381+249.0% |
| Participant deferral / active EE | $5,403 | $5,240+3.1% | $6,426-15.9% | $3,470+55.7% |
| Admin fee / account holder | $545 | $5,519-90.1% | $9,284-94.1% | $4,888-88.8% |