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 | $38,417 | $77,899-50.7% | $149,673-74.3% | $75,163-48.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.66% | 31.72%-7.1pp | 134.42%-109.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $9,586 | $3,137+205.5% | $4,818+99.0% | $2,670+259.1% |
| Participant deferral / active EE | $2,642 | $3,411-22.6% | $5,680-53.5% | $4,125-36.0% |
| Admin fee / account holder | $301 | $5,956-95.0% | $13,210-97.7% | $5,651-94.7% |