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 | $61,368 | $109,982-44.2% | $97,226-36.9% | $145,922-57.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.28% | 242.90%-232.6pp | 75.13%-64.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,057 | $3,084-65.7% | $2,729-61.3% | $4,660-77.3% |
| Participant deferral / active EE | $6,699 | $4,676+43.3% | $4,264+57.1% | $6,688+0.2% |
| Admin fee / account holder | $5,626 | $6,221-9.6% | $5,654-0.5% | $13,397-58.0% |