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 | $33,205 | $102,616-67.6% | $81,983-59.5% | $158,922-79.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 23.58% | 61.04%-37.5pp | 41.31%-17.7pp | 302.83%-279.2pp |
| Employer contribution / active EE | $7,047 | $3,240+117.5% | $2,498+182.1% | $4,761+48.0% |
| Participant deferral / active EE | $4,298 | $4,648-7.5% | $3,722+15.5% | $5,982-28.2% |
| Admin fee / account holder | $2,972 | $8,235-63.9% | $5,664-47.5% | $11,246-73.6% |