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 | $76,822 | $109,982-30.2% | $97,226-21.0% | $145,922-47.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.79% | 242.90%-228.1pp | 75.13%-60.3pp | 561.29%-546.5pp |
| Employer contribution / active EE | $5,567 | $3,084+80.5% | $2,729+104.0% | $4,660+19.5% |
| Participant deferral / active EE | $16,616 | $4,676+255.4% | $4,264+289.7% | $6,688+148.5% |
| Admin fee / account holder | $1,260 | $6,221-79.7% | $5,654-77.7% | $13,397-90.6% |