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 | $70,322 | $106,515-34.0% | $96,683-27.3% | $139,434-49.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.56% | 38.43%-26.9pp | 35.69%-24.1pp | 372.94%-361.4pp |
| Employer contribution / active EE | $4,410 | $4,103+7.5% | $3,737+18.0% | $4,751-7.2% |
| Participant deferral / active EE | $15,721 | $5,454+188.3% | $4,878+222.3% | $6,710+134.3% |
| Admin fee / account holder | $12,112 | $7,877+53.8% | $6,730+80.0% | $11,403+6.2% |