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 | $68,559 | $126,574-45.8% | $106,213-35.5% | $145,922-53.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.50% | 224.79%-215.3pp | 116.14%-106.6pp | 561.29%-551.8pp |
| Employer contribution / active EE | $5,827 | $3,730+56.2% | $3,171+83.7% | $4,660+25.1% |
| Participant deferral / active EE | $8,237 | $5,724+43.9% | $5,016+64.2% | $6,688+23.2% |
| Admin fee / account holder | $13,525 | $17,304-21.8% | $11,033+22.6% | $13,397+1.0% |