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 5-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 | $57,900 | $99,877-42.0% | $84,966-31.9% | $145,922-60.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.43% | 83.76%-69.3pp | 66.38%-51.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $6,320 | $3,231+95.6% | $2,727+131.7% | $4,660+35.6% |
| Participant deferral / active EE | $8,668 | $5,291+63.8% | $4,519+91.8% | $6,688+29.6% |
| Admin fee / account holder | $1,077 | $7,248-85.1% | $6,149-82.5% | $13,397-92.0% |