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 | $62,453 | $111,535-44.0% | $105,223-40.6% | $137,256-54.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.61% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,748 | $3,939+20.5% | $3,689+28.7% | $4,156+14.3% |
| Participant deferral / active EE | $9,870 | $5,500+79.5% | $5,072+94.6% | $6,407+54.0% |
| Admin fee / account holder | $5,536 | $9,721-43.1% | $8,859-37.5% | $12,270-54.9% |