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 | $60,436 | $102,966-41.3% | $90,281-33.1% | $152,861-60.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.45% | 95.16%-73.7pp | 78.10%-56.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $9,104 | $3,139+190.0% | $2,854+218.9% | $4,762+91.2% |
| Participant deferral / active EE | $3,256 | $4,281-24.0% | $3,885-16.2% | $5,850-44.3% |
| Admin fee / account holder | $56,379 | $6,171+813.7% | $5,351+953.6% | $11,596+386.2% |