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 | $62,464 | $107,334-41.8% | $92,893-32.8% | $152,861-59.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.81% | 145.58%-122.8pp | 109.41%-86.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $7,075 | $4,221+67.6% | $3,653+93.7% | $4,762+48.6% |
| Participant deferral / active EE | $7,560 | $4,845+56.0% | $4,236+78.5% | $5,850+29.2% |
| Admin fee / account holder | $1,917 | $7,079-72.9% | $5,794-66.9% | $11,596-83.5% |