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 | $79,846 | $121,625-34.4% | $104,607-23.7% | $158,922-49.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.96% | 465.26%-455.3pp | 340.46%-330.5pp | 302.83%-292.9pp |
| Employer contribution / active EE | $6,917 | $3,163+118.7% | $2,681+158.1% | $4,761+45.3% |
| Participant deferral / active EE | $8,299 | $4,177+98.7% | $3,740+121.9% | $5,982+38.7% |
| Admin fee / account holder | $3,818 | $7,787-51.0% | $6,473-41.0% | $11,246-66.1% |