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 | $62,872 | $102,547-38.7% | $78,210-19.6% | $147,584-57.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.41% | 51.08%-38.7pp | 40.90%-28.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $4,283 | $2,617+63.7% | $2,034+110.6% | $4,876-12.2% |
| Participant deferral / active EE | $4,567 | $3,481+31.2% | $2,823+61.8% | $5,439-16.0% |
| Admin fee / account holder | $1,280 | $5,059-74.7% | $3,758-65.9% | $10,885-88.2% |