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 | $50,712 | $96,484-47.4% | $75,886-33.2% | $152,861-66.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 14.29% | 33.98%-19.7pp | 30.76%-16.5pp | 345.32%-331.0pp |
| Employer contribution / active EE | $9,410 | $3,309+184.3% | $2,500+276.3% | $4,762+97.6% |
| Participant deferral / active EE | $6,366 | $4,553+39.8% | $3,603+76.7% | $5,850+8.8% |
| Admin fee / account holder | $643 | $8,078-92.0% | $5,418-88.1% | $11,596-94.5% |