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 | $35,495 | $104,664-66.1% | $85,682-58.6% | $167,490-78.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.52% | 21.45%-8.9pp | 21.49%-9.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $5,784 | $3,337+73.3% | $2,618+120.9% | $4,837+19.6% |
| Participant deferral / active EE | $4,278 | $4,824-11.3% | $3,923+9.1% | $6,341-32.5% |
| Admin fee / account holder | $645 | $10,032-93.6% | $6,873-90.6% | $12,309-94.8% |