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 | $58,406 | $102,966-43.3% | $90,281-35.3% | $152,861-61.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.46% | 95.16%-83.7pp | 78.10%-66.6pp | 345.32%-333.9pp |
| Employer contribution / active EE | $9,219 | $3,139+193.7% | $2,854+223.0% | $4,762+93.6% |
| Participant deferral / active EE | $1,702 | $4,281-60.2% | $3,885-56.2% | $5,850-70.9% |
| Admin fee / account holder | $89,809 | $6,171+1355.4% | $5,351+1578.3% | $11,596+674.4% |