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 | $73,169 | $102,966-28.9% | $90,281-19.0% | $152,861-52.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.71% | 95.16%-73.5pp | 78.10%-56.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $4,873 | $3,139+55.3% | $2,854+70.7% | $4,762+2.3% |
| Participant deferral / active EE | $3,438 | $4,281-19.7% | $3,885-11.5% | $5,850-41.2% |
| Admin fee / account holder | $662 | $6,171-89.3% | $5,351-87.6% | $11,596-94.3% |