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 | $24,543 | $78,694-68.8% | $67,652-63.7% | $125,391-80.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 21.59% | 9.46%+12.1pp | 6625.04%-6603.4pp | 282.22%-260.6pp |
| Employer contribution / active EE | $5,379 | $3,044+76.7% | $2,266+137.4% | $4,866+10.5% |
| Participant deferral / active EE | $5,832 | $4,292+35.9% | $3,560+63.8% | $5,352+9.0% |
| Admin fee / account holder | $319 | $7,403-95.7% | $4,821-93.4% | $9,540-96.7% |