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 | $41,804 | $77,419-46.0% | $69,455-39.8% | $152,861-72.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 13.38% | 39.06%-25.7pp | 28.97%-15.6pp | 345.32%-331.9pp |
| Employer contribution / active EE | $6,268 | $3,315+89.1% | $2,779+125.5% | $4,762+31.6% |
| Participant deferral / active EE | $13,955 | $4,414+216.2% | $3,535+294.7% | $5,850+138.5% |
| Admin fee / account holder | $417 | $6,207-93.3% | $3,839-89.1% | $11,596-96.4% |