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 | $52,742 | $107,334-50.9% | $92,893-43.2% | $152,861-65.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.33% | 145.58%-128.2pp | 109.41%-92.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $9,286 | $4,221+120.0% | $3,653+154.2% | $4,762+95.0% |
| Participant deferral / active EE | $2,838 | $4,845-41.4% | $4,236-33.0% | $5,850-51.5% |
| Admin fee / account holder | $3,535 | $7,079-50.1% | $5,794-39.0% | $11,596-69.5% |