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 | $60,024 | $99,079-39.4% | $77,999-23.0% | $273,961-78.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.53% | 217.93%-208.4pp | 425.96%-416.4pp | 41.45%-31.9pp |
| Employer contribution / active EE | $3,058 | $3,308-7.5% | $2,470+23.8% | $4,869-37.2% |
| Participant deferral / active EE | $5,955 | $4,306+38.3% | $3,497+70.3% | $5,287+12.6% |
| Admin fee / account holder | $6,231 | $8,954-30.4% | $5,480+13.7% | $10,132-38.5% |