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 | $71,928 | $107,334-33.0% | $92,893-22.6% | $152,861-52.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.65% | 145.58%-123.9pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,633 | $4,221+9.8% | $3,653+26.9% | $4,762-2.7% |
| Participant deferral / active EE | $4,439 | $4,845-8.4% | $4,236+4.8% | $5,850-24.1% |
| Admin fee / account holder | $843 | $7,079-88.1% | $5,794-85.5% | $11,596-92.7% |