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 | $51,942 | $165,912-68.7% | $122,332-57.5% | $147,584-64.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.43% | 34.55%-13.1pp | 30.27%-8.8pp | 578.55%-557.1pp |
| Employer contribution / active EE | $9,590 | $5,754+66.7% | $4,050+136.8% | $4,876+96.7% |
| Participant deferral / active EE | $6,397 | $4,005+59.7% | $3,287+94.6% | $5,439+17.6% |
| Admin fee / account holder | $942 | $7,424-87.3% | $5,478-82.8% | $10,885-91.3% |