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 | $64,914 | $96,484-32.7% | $75,886-14.5% | $152,861-57.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.50% | 33.98%-13.5pp | 30.76%-10.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $15,924 | $3,309+381.2% | $2,500+536.9% | $4,762+234.4% |
| Participant deferral / active EE | $8,008 | $4,553+75.9% | $3,603+122.3% | $5,850+36.9% |
| Admin fee / account holder | $502 | $8,078-93.8% | $5,418-90.7% | $11,596-95.7% |