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 | $66,752 | $117,841-43.4% | $102,423-34.8% | $145,922-54.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.37% | 31.65%-17.3pp | 29.32%-15.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $5,092 | $3,615+40.9% | $3,023+68.4% | $4,660+9.3% |
| Participant deferral / active EE | $7,336 | $5,731+28.0% | $5,053+45.2% | $6,688+9.7% |
| Admin fee / account holder | $26,320 | $13,326+97.5% | $9,451+178.5% | $13,397+96.5% |