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 | $45,707 | $93,346-51.0% | $71,796-36.3% | $273,961-83.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.43% | 130.39%-123.0pp | 78.04%-70.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $6,109 | $2,733+123.5% | $1,924+217.4% | $4,869+25.5% |
| Participant deferral / active EE | $8,570 | $3,475+146.6% | $2,794+206.7% | $5,287+62.1% |
| Admin fee / account holder | $417 | $6,571-93.7% | $4,815-91.3% | $10,132-95.9% |