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 | $68,719 | $107,334-36.0% | $92,893-26.0% | $152,861-55.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 31.73% | 145.58%-113.8pp | 109.41%-77.7pp | 345.32%-313.6pp |
| Employer contribution / active EE | $3,545 | $4,221-16.0% | $3,653-3.0% | $4,762-25.6% |
| Participant deferral / active EE | $10,141 | $4,845+109.3% | $4,236+139.4% | $5,850+73.3% |
| Admin fee / account holder | $1,051 | $7,079-85.2% | $5,794-81.9% | $11,596-90.9% |