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 | $96,648 | $108,642-11.0% | $74,701+29.4% | $152,861-36.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 19.00% | 114.06%-95.1pp | 752.92%-733.9pp | 345.32%-326.3pp |
| Employer contribution / active EE | $8,556 | $1,503+469.3% | $1,084+689.5% | $4,762+79.7% |
| Participant deferral / active EE | $8,192 | $2,712+202.0% | $1,964+317.2% | $5,850+40.0% |
| Admin fee / account holder | $1,961 | $4,902-60.0% | $3,333-41.2% | $11,596-83.1% |