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 | $69,497 | $111,535-37.7% | $105,223-34.0% | $137,256-49.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.59% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,257 | $3,939-17.3% | $3,689-11.7% | $4,156-21.6% |
| Participant deferral / active EE | $6,672 | $5,500+21.3% | $5,072+31.5% | $6,407+4.1% |
| Admin fee / account holder | $12,241 | $9,721+25.9% | $8,859+38.2% | $12,270-0.2% |