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 | $64,254 | $102,966-37.6% | $90,281-28.8% | $152,861-58.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.63% | 95.16%-77.5pp | 78.10%-60.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $11,415 | $3,139+263.7% | $2,854+299.9% | $4,762+139.7% |
| Participant deferral / active EE | $1,629 | $4,281-62.0% | $3,885-58.1% | $5,850-72.2% |
| Admin fee / account holder | $6,833 | $6,171+10.7% | $5,351+27.7% | $11,596-41.1% |