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 | $85,110 | $102,966-17.3% | $90,281-5.7% | $152,861-44.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 34.12% | 95.16%-61.0pp | 78.10%-44.0pp | 345.32%-311.2pp |
| Employer contribution / active EE | $15,373 | $3,139+389.8% | $2,854+438.6% | $4,762+222.8% |
| Participant deferral / active EE | $9,243 | $4,281+115.9% | $3,885+137.9% | $5,850+58.0% |
| Admin fee / account holder | $665 | $6,171-89.2% | $5,351-87.6% | $11,596-94.3% |