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 | $60,829 | $102,966-40.9% | $90,281-32.6% | $152,861-60.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.34% | 95.16%-73.8pp | 78.10%-56.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $5,501 | $3,139+75.3% | $2,854+92.7% | $4,762+15.5% |
| Participant deferral / active EE | $5,040 | $4,281+17.7% | $3,885+29.7% | $5,850-13.8% |
| Admin fee / account holder | $19,147 | $6,171+210.3% | $5,351+257.8% | $11,596+65.1% |