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 | $73,403 | $115,770-36.6% | $101,248-27.5% | $158,922-53.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.89% | 56.14%-41.2pp | 46.47%-31.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,405 | $4,175-42.4% | $3,660-34.3% | $4,761-49.5% |
| Participant deferral / active EE | $5,916 | $4,957+19.3% | $4,370+35.4% | $5,982-1.1% |
| Admin fee / account holder | $555 | $7,245-92.3% | $5,945-90.7% | $11,246-95.1% |