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 | $40,158 | $73,933-45.7% | $96,683-58.5% | $75,163-46.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.42% | 26.70%-7.3pp | 35.69%-16.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $7,444 | $2,928+154.3% | $3,737+99.2% | $2,670+178.8% |
| Participant deferral / active EE | $5,808 | $3,659+58.7% | $4,878+19.1% | $4,125+40.8% |
| Admin fee / account holder | $869 | $5,216-83.3% | $6,730-87.1% | $5,651-84.6% |