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 | $40,814 | $99,079-58.8% | $77,999-47.7% | $273,961-85.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.11% | 217.93%-210.8pp | 425.96%-418.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $7,339 | $3,308+121.9% | $2,470+197.1% | $4,869+50.7% |
| Participant deferral / active EE | $3,479 | $4,306-19.2% | $3,497-0.5% | $5,287-34.2% |
| Admin fee / account holder | $579 | $8,954-93.5% | $5,480-89.4% | $10,132-94.3% |