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 | $71,288 | $232,540-69.3% | $185,117-61.5% | $147,584-51.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.00% | 43.03%-29.0pp | 40.50%-26.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $12,453 | $5,195+139.7% | $4,182+197.8% | $4,876+155.4% |
| Participant deferral / active EE | $7,768 | $5,834+33.2% | $5,045+54.0% | $5,439+42.8% |
| Admin fee / account holder | $5,071 | $10,275-50.6% | $8,159-37.9% | $10,885-53.4% |