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 | $66,694 | $116,175-42.6% | $93,606-28.8% | $152,861-56.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.07% | 35.96%-16.9pp | 32.76%-13.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $7,037 | $3,218+118.7% | $2,718+158.9% | $4,762+47.8% |
| Participant deferral / active EE | $7,323 | $4,603+59.1% | $4,069+80.0% | $5,850+25.2% |
| Admin fee / account holder | $5,455 | $10,748-49.2% | $7,888-30.8% | $11,596-53.0% |