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 | $32,260 | $99,079-67.4% | $77,999-58.6% | $273,961-88.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 13.05% | 217.93%-204.9pp | 425.96%-412.9pp | 41.45%-28.4pp |
| Employer contribution / active EE | $3,545 | $3,308+7.2% | $2,470+43.5% | $4,869-27.2% |
| Participant deferral / active EE | $11,991 | $4,306+178.4% | $3,497+242.9% | $5,287+126.8% |
| Admin fee / account holder | $393 | $8,954-95.6% | $5,480-92.8% | $10,132-96.1% |