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 | $41,081 | $152,587-73.1% | $125,175-67.2% | $152,861-73.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.46% | 54.84%-38.4pp | 43.79%-27.3pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,348 | $4,946-52.5% | $3,865-39.3% | $4,762-50.7% |
| Participant deferral / active EE | $12,794 | $5,868+118.0% | $4,937+159.2% | $5,850+118.7% |
| Admin fee / account holder | $357 | $13,434-97.3% | $9,702-96.3% | $11,596-96.9% |