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 | $71,923 | $110,502-34.9% | $80,716-10.9% | $167,490-57.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 16.97% | 120.54%-103.6pp | 87.28%-70.3pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,884 | $1,543+86.9% | $1,160+148.6% | $4,837-40.4% |
| Participant deferral / active EE | $2,174 | $2,871-24.3% | $2,146+1.3% | $6,341-65.7% |
| Admin fee / account holder | $7,857 | $4,545+72.9% | $3,380+132.5% | $12,309-36.2% |