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 | $76,559 | $126,574-39.5% | $106,213-27.9% | $145,922-47.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.01% | 224.79%-214.8pp | 116.14%-106.1pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,336 | $3,730-64.2% | $3,171-57.9% | $4,660-71.3% |
| Participant deferral / active EE | $5,155 | $5,724-9.9% | $5,016+2.8% | $6,688-22.9% |
| Admin fee / account holder | $50,432 | $17,304+191.5% | $11,033+357.1% | $13,397+276.4% |