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 | $68,139 | $114,047-40.3% | $96,139-29.1% | $167,490-59.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.32% | 189.88%-179.6pp | 191.94%-181.6pp | 478.56%-468.2pp |
| Employer contribution / active EE | $9,028 | $3,427+163.5% | $2,797+222.8% | $4,837+86.6% |
| Participant deferral / active EE | $10,300 | $5,194+98.3% | $4,349+136.8% | $6,341+62.4% |
| Admin fee / account holder | $384 | $6,897-94.4% | $5,537-93.1% | $12,309-96.9% |