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 | $79,849 | $115,770-31.0% | $101,248-21.1% | $158,922-49.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.62% | 56.14%-40.5pp | 46.47%-30.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $7,059 | $4,175+69.1% | $3,660+92.9% | $4,761+48.3% |
| Participant deferral / active EE | $8,412 | $4,957+69.7% | $4,370+92.5% | $5,982+40.6% |
| Admin fee / account holder | $395 | $7,245-94.6% | $5,945-93.4% | $11,246-96.5% |