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 | $34,850 | $117,381-70.3% | $99,443-65.0% | $152,861-77.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 23.11% | 31.87%-8.8pp | 30.72%-7.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $7,563 | $3,013+151.0% | $2,540+197.8% | $4,762+58.8% |
| Participant deferral / active EE | $1,828 | $4,086-55.3% | $3,619-49.5% | $5,850-68.8% |
| Admin fee / account holder | $916 | $7,631-88.0% | $6,250-85.4% | $11,596-92.1% |