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 | $64,342 | $107,334-40.1% | $92,893-30.7% | $152,861-57.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.36% | 145.58%-132.2pp | 109.41%-96.1pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,353 | $4,221-67.9% | $3,653-63.0% | $4,762-71.6% |
| Participant deferral / active EE | $5,806 | $4,845+19.8% | $4,236+37.1% | $5,850-0.8% |
| Admin fee / account holder | $16,011 | $7,079+126.2% | $5,794+176.3% | $11,596+38.1% |