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 | $63,351 | $112,096-43.5% | $95,952-34.0% | $158,922-60.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.44% | 171.09%-161.7pp | 91.61%-82.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $8,123 | $3,198+154.0% | $2,541+219.7% | $4,761+70.6% |
| Participant deferral / active EE | $1,958 | $4,784-59.1% | $4,167-53.0% | $5,982-67.3% |
| Admin fee / account holder | $20,841 | $10,130+105.7% | $6,795+206.7% | $11,246+85.3% |