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 | $78,479 | $232,540-66.3% | $185,117-57.6% | $147,584-46.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.00% | 43.03%-31.0pp | 40.50%-28.5pp | 578.55%-566.5pp |
| Employer contribution / active EE | $4,294 | $5,195-17.3% | $4,182+2.7% | $4,876-11.9% |
| Participant deferral / active EE | $10,693 | $5,834+83.3% | $5,045+112.0% | $5,439+96.6% |
| Admin fee / account holder | $9,432 | $10,275-8.2% | $8,159+15.6% | $10,885-13.4% |