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 | $68,206 | $81,632-16.4% | $70,449-3.2% | $158,922-57.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 23.18% | 208.40%-185.2pp | 109.03%-85.9pp | 302.83%-279.6pp |
| Employer contribution / active EE | $3,902 | $3,217+21.3% | $2,737+42.6% | $4,761-18.0% |
| Participant deferral / active EE | $5,639 | $4,554+23.8% | $3,709+52.0% | $5,982-5.7% |
| Admin fee / account holder | $373 | $6,193-94.0% | $3,845-90.3% | $11,246-96.7% |