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 | $58,153 | $107,015-45.7% | $73,545-20.9% | $147,584-60.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 14.49% | 38.25%-23.8pp | -15.16%+29.6pp | 578.55%-564.1pp |
| Employer contribution / active EE | $8,906 | $1,760+406.0% | $1,219+630.6% | $4,876+82.6% |
| Participant deferral / active EE | $5,333 | $2,462+116.7% | $1,806+195.3% | $5,439-1.9% |
| Admin fee / account holder | $15,626 | $3,055+411.5% | $2,320+573.6% | $10,885+43.6% |