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 | $52,521 | $91,037-42.3% | $71,671-26.7% | $147,584-64.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 29.11% | 20.48%+8.6pp | 20.65%+8.5pp | 578.55%-549.4pp |
| Employer contribution / active EE | $12,758 | $3,327+283.4% | $2,460+418.6% | $4,876+161.6% |
| Participant deferral / active EE | $11,098 | $4,498+146.7% | $3,438+222.8% | $5,439+104.1% |
| Admin fee / account holder | $1,529 | $8,613-82.2% | $5,558-72.5% | $10,885-86.0% |