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 | $64,700 | $102,966-37.2% | $90,281-28.3% | $152,861-57.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.81% | 95.16%-70.4pp | 78.10%-53.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,997 | $3,139-4.5% | $2,854+5.0% | $4,762-37.1% |
| Participant deferral / active EE | $7,379 | $4,281+72.3% | $3,885+89.9% | $5,850+26.1% |
| Admin fee / account holder | $973 | $6,171-84.2% | $5,351-81.8% | $11,596-91.6% |