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 | $40,628 | $102,616-60.4% | $81,983-50.4% | $158,922-74.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 8.48% | 61.04%-52.6pp | 41.31%-32.8pp | 302.83%-294.3pp |
| Employer contribution / active EE | $8,571 | $3,240+164.5% | $2,498+243.1% | $4,761+80.0% |
| Participant deferral / active EE | $1,574 | $4,648-66.1% | $3,722-57.7% | $5,982-73.7% |
| Admin fee / account holder | $14,909 | $8,235+81.1% | $5,664+163.2% | $11,246+32.6% |