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 | $60,695 | $106,890-43.2% | $84,015-27.8% | $152,861-60.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.36% | 104.99%-86.6pp | 71.31%-52.9pp | 345.32%-327.0pp |
| Employer contribution / active EE | $7,963 | $2,734+191.2% | $1,983+301.5% | $4,762+67.2% |
| Participant deferral / active EE | $6,566 | $4,011+63.7% | $3,239+102.7% | $5,850+12.2% |
| Admin fee / account holder | $2,709 | $8,285-67.3% | $6,101-55.6% | $11,596-76.6% |