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 | $30,990 | $107,334-71.1% | $92,893-66.6% | $152,861-79.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.51% | 145.58%-118.1pp | 109.41%-81.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $8,029 | $4,221+90.2% | $3,653+119.8% | $4,762+68.6% |
| Participant deferral / active EE | $2,077 | $4,845-57.1% | $4,236-51.0% | $5,850-64.5% |
| Admin fee / account holder | $4,057 | $7,079-42.7% | $5,794-30.0% | $11,596-65.0% |