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 | $63,175 | $107,334-41.1% | $92,893-32.0% | $152,861-58.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.98% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $13,459 | $4,221+218.9% | $3,653+268.5% | $4,762+182.6% |
| Participant deferral / active EE | $2,961 | $4,845-38.9% | $4,236-30.1% | $5,850-49.4% |
| Admin fee / account holder | $551 | $7,079-92.2% | $5,794-90.5% | $11,596-95.2% |