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 | $33,033 | $101,618-67.5% | $93,063-64.5% | $137,256-75.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 25.87% | 223.95%-198.1pp | 34.15%-8.3pp | 220.34%-194.5pp |
| Employer contribution / active EE | $6,529 | $2,707+141.2% | $2,476+163.7% | $4,156+57.1% |
| Participant deferral / active EE | $8,161 | $4,279+90.7% | $3,958+106.2% | $6,407+27.4% |
| Admin fee / account holder | $2,105 | $6,198-66.0% | $6,033-65.1% | $12,270-82.8% |