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 | $56,200 | $109,982-48.9% | $97,226-42.2% | $145,922-61.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.88% | 242.90%-230.0pp | 75.13%-62.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $10,683 | $3,084+246.4% | $2,729+291.5% | $4,660+129.3% |
| Participant deferral / active EE | $6,543 | $4,676+39.9% | $4,264+53.5% | $6,688-2.2% |
| Admin fee / account holder | $10,942 | $6,221+75.9% | $5,654+93.5% | $13,397-18.3% |