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 | $72,027 | $103,376-30.3% | $87,100-17.3% | $152,861-52.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 59.77% | 28.10%+31.7pp | 28.19%+31.6pp | 345.32%-285.5pp |
| Employer contribution / active EE | $7,428 | $3,220+130.6% | $2,521+194.6% | $4,762+56.0% |
| Participant deferral / active EE | $4,543 | $4,778-4.9% | $4,049+12.2% | $5,850-22.4% |
| Admin fee / account holder | $646 | $12,205-94.7% | $7,497-91.4% | $11,596-94.4% |