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 | $72,771 | $112,096-35.1% | $95,952-24.2% | $158,922-54.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 31.19% | 171.09%-139.9pp | 91.61%-60.4pp | 302.83%-271.6pp |
| Employer contribution / active EE | $3,786 | $3,198+18.4% | $2,541+49.0% | $4,761-20.5% |
| Participant deferral / active EE | $4,334 | $4,784-9.4% | $4,167+4.0% | $5,982-27.5% |
| Admin fee / account holder | $43,280 | $10,130+327.2% | $6,795+536.9% | $11,246+284.9% |