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 | $59,068 | $102,966-42.6% | $90,281-34.6% | $152,861-61.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.71% | 95.16%-76.5pp | 78.10%-59.4pp | 345.32%-326.6pp |
| Employer contribution / active EE | $5,846 | $3,139+86.3% | $2,854+104.8% | $4,762+22.8% |
| Participant deferral / active EE | $6,707 | $4,281+56.6% | $3,885+72.6% | $5,850+14.6% |
| Admin fee / account holder | $12,012 | $6,171+94.7% | $5,351+124.5% | $11,596+3.6% |