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 | $62,507 | $105,859-41.0% | $90,160-30.7% | $147,584-57.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.23% | 37.63%-26.4pp | 34.88%-23.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $21,891 | $4,126+430.6% | $3,318+559.8% | $4,876+348.9% |
| Participant deferral / active EE | $9,000 | $5,733+57.0% | $5,288+70.2% | $5,439+65.5% |
| Admin fee / account holder | $311 | $8,046-96.1% | $5,943-94.8% | $10,885-97.1% |