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 | $60,615 | $74,888-19.1% | $71,209-14.9% | $142,382-57.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.44% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,938 | $2,854+108.0% | $2,721+118.2% | $4,299+38.1% |
| Participant deferral / active EE | $5,028 | $4,454+12.9% | $4,175+20.4% | $6,507-22.7% |
| Admin fee / account holder | $1,102 | $5,568-80.2% | $5,349-79.4% | $12,624-91.3% |