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 | $74,294 | $109,982-32.4% | $97,226-23.6% | $145,922-49.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.69% | 242.90%-232.2pp | 75.13%-64.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,521 | $3,084+14.2% | $2,729+29.0% | $4,660-24.4% |
| Participant deferral / active EE | $4,466 | $4,676-4.5% | $4,264+4.7% | $6,688-33.2% |
| Admin fee / account holder | $1,727 | $6,221-72.2% | $5,654-69.5% | $13,397-87.1% |