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 | $66,905 | $202,432-66.9% | $169,368-60.5% | $139,434-52.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.38% | 531.74%-511.4pp | 405.60%-385.2pp | 372.94%-352.6pp |
| Employer contribution / active EE | $6,177 | $4,692+31.7% | $4,013+53.9% | $4,751+30.0% |
| Participant deferral / active EE | $14,685 | $6,938+111.7% | $6,221+136.0% | $6,710+118.8% |
| Admin fee / account holder | $12,971 | $10,708+21.1% | $9,003+44.1% | $11,403+13.8% |