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 | $51,833 | $106,890-51.5% | $84,015-38.3% | $152,861-66.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 30.11% | 104.99%-74.9pp | 71.31%-41.2pp | 345.32%-315.2pp |
| Employer contribution / active EE | $12,644 | $2,734+362.4% | $1,983+537.5% | $4,762+165.5% |
| Participant deferral / active EE | $2,313 | $4,011-42.4% | $3,239-28.6% | $5,850-60.5% |
| Admin fee / account holder | $1,652 | $8,285-80.1% | $6,101-72.9% | $11,596-85.8% |