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 | $57,282 | $104,664-45.3% | $85,682-33.1% | $167,490-65.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.29% | 21.45%-10.2pp | 21.49%-10.2pp | 478.56%-467.3pp |
| Employer contribution / active EE | $8,560 | $3,337+156.5% | $2,618+226.9% | $4,837+76.9% |
| Participant deferral / active EE | $2,453 | $4,824-49.2% | $3,923-37.5% | $6,341-61.3% |
| Admin fee / account holder | $2,480 | $10,032-75.3% | $6,873-63.9% | $12,309-79.8% |