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 | $75,977 | $115,770-34.4% | $101,248-25.0% | $158,922-52.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.61% | 56.14%-45.5pp | 46.47%-35.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $3,293 | $4,175-21.1% | $3,660-10.0% | $4,761-30.8% |
| Participant deferral / active EE | $6,784 | $4,957+36.9% | $4,370+55.2% | $5,982+13.4% |
| Admin fee / account holder | $445 | $7,245-93.9% | $5,945-92.5% | $11,246-96.0% |