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 | $76,250 | $183,592-58.5% | $155,567-51.0% | $145,959-47.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $12,721 | $5,315+139.4% | $4,674+172.2% | $4,661+172.9% |
| Participant deferral / active EE | $3,064 | $6,464-52.6% | $5,628-45.6% | $6,689-54.2% |
| Admin fee / account holder | $2,514 | $19,318-87.0% | $15,916-84.2% | $13,398-81.2% |