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 | $71,599 | $107,334-33.3% | $92,893-22.9% | $152,861-53.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.59% | 145.58%-125.0pp | 109.41%-88.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,583 | $4,221-62.5% | $3,653-56.7% | $4,762-66.8% |
| Participant deferral / active EE | $5,488 | $4,845+13.3% | $4,236+29.5% | $5,850-6.2% |
| Admin fee / account holder | $3,980 | $7,079-43.8% | $5,794-31.3% | $11,596-65.7% |