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 | $87,694 | $150,187-41.6% | $120,354-27.1% | $145,922-39.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.67% | 154.07%-141.4pp | 107.15%-94.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,451 | $4,348-43.6% | $3,463-29.2% | $4,660-47.4% |
| Participant deferral / active EE | $11,201 | $6,173+81.5% | $4,991+124.4% | $6,688+67.5% |
| Admin fee / account holder | $10,616 | $12,207-13.0% | $9,423+12.7% | $13,397-20.8% |