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 | $61,319 | $115,770-47.0% | $101,248-39.4% | $158,922-61.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.79% | 56.14%-43.4pp | 46.47%-33.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $7,446 | $4,175+78.4% | $3,660+103.5% | $4,761+56.4% |
| Participant deferral / active EE | $2,981 | $4,957-39.9% | $4,370-31.8% | $5,982-50.2% |
| Admin fee / account holder | $3,179 | $7,245-56.1% | $5,945-46.5% | $11,246-71.7% |