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 | $57,792 | $102,966-43.9% | $90,281-36.0% | $152,861-62.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.33% | 95.16%-71.8pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $5,151 | $3,139+64.1% | $2,854+80.5% | $4,762+8.2% |
| Participant deferral / active EE | $4,399 | $4,281+2.7% | $3,885+13.2% | $5,850-24.8% |
| Admin fee / account holder | $8,856 | $6,171+43.5% | $5,351+65.5% | $11,596-23.6% |