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 | $63,733 | $107,334-40.6% | $92,893-31.4% | $152,861-58.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.05% | 145.58%-124.5pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,228 | $4,221-47.2% | $3,653-39.0% | $4,762-53.2% |
| Participant deferral / active EE | $4,305 | $4,845-11.2% | $4,236+1.6% | $5,850-26.4% |
| Admin fee / account holder | $1,212 | $7,079-82.9% | $5,794-79.1% | $11,596-89.5% |