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 | $60,823 | $99,877-39.1% | $84,966-28.4% | $145,922-58.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.23% | 83.76%-73.5pp | 66.38%-56.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $7,057 | $3,231+118.4% | $2,727+158.8% | $4,660+51.5% |
| Participant deferral / active EE | $2,955 | $5,291-44.1% | $4,519-34.6% | $6,688-55.8% |
| Admin fee / account holder | $55,754 | $7,248+669.3% | $6,149+806.8% | $13,397+316.2% |