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 | $74,485 | $137,414-45.8% | $189,513-60.7% | $85,850-13.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 24.13% | 38.14%-14.0pp | 555.15%-531.0pp | 318.53%-294.4pp |
| Employer contribution / active EE | $4,510 | $4,344+3.8% | $6,162-26.8% | $2,565+75.8% |
| Participant deferral / active EE | $6,504 | $6,260+3.9% | $8,221-20.9% | $3,952+64.6% |
| Admin fee / account holder | $568 | $8,630-93.4% | $12,045-95.3% | $6,260-90.9% |