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 | $67,868 | $102,616-33.9% | $81,983-17.2% | $158,922-57.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.72% | 61.04%-47.3pp | 41.31%-27.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $6,813 | $3,240+110.3% | $2,498+172.8% | $4,761+43.1% |
| Participant deferral / active EE | $4,005 | $4,648-13.8% | $3,722+7.6% | $5,982-33.1% |
| Admin fee / account holder | $395 | $8,235-95.2% | $5,664-93.0% | $11,246-96.5% |