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 | $70,903 | $149,040-52.4% | $120,225-41.0% | $137,256-48.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.67% | 605.68%-590.0pp | 439.23%-423.6pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,066 | $4,350-29.5% | $3,475-11.8% | $4,156-26.2% |
| Participant deferral / active EE | $4,244 | $4,655-8.8% | $3,999+6.1% | $6,407-33.8% |
| Admin fee / account holder | $9,176 | $6,348+44.6% | $5,696+61.1% | $12,270-25.2% |