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 | $74,802 | $102,966-27.4% | $90,281-17.1% | $152,861-51.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.83% | 95.16%-70.3pp | 78.10%-53.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $5,012 | $3,139+59.7% | $2,854+75.6% | $4,762+5.2% |
| Participant deferral / active EE | $1,362 | $4,281-68.2% | $3,885-65.0% | $5,850-76.7% |
| Admin fee / account holder | $906 | $6,171-85.3% | $5,351-83.1% | $11,596-92.2% |