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 | $63,710 | $102,966-38.1% | $90,281-29.4% | $152,861-58.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 12.51% | 95.16%-82.7pp | 78.10%-65.6pp | 345.32%-332.8pp |
| Employer contribution / active EE | $4,074 | $3,139+29.8% | $2,854+42.7% | $4,762-14.4% |
| Participant deferral / active EE | $1,167 | $4,281-72.7% | $3,885-70.0% | $5,850-80.0% |
| Admin fee / account holder | $3,202 | $6,171-48.1% | $5,351-40.2% | $11,596-72.4% |