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 | $73,257 | $107,934-32.1% | $91,989-20.4% | $152,861-52.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 18.11% | 89.24%-71.1pp | 69.02%-50.9pp | 345.32%-327.2pp |
| Employer contribution / active EE | $7,235 | $4,210+71.9% | $3,452+109.6% | $4,762+51.9% |
| Participant deferral / active EE | $5,255 | $6,364-17.4% | $5,923-11.3% | $5,850-10.2% |
| Admin fee / account holder | $1,187 | $10,520-88.7% | $7,743-84.7% | $11,596-89.8% |