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 | $61,827 | $126,519-51.1% | $106,201-41.8% | $145,959-57.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.51% | 225.10%-209.6pp | 116.26%-100.8pp | 561.95%-546.4pp |
| Employer contribution / active EE | $5,048 | $3,726+35.5% | $3,170+59.3% | $4,661+8.3% |
| Participant deferral / active EE | $2,648 | $5,716-53.7% | $5,012-47.2% | $6,689-60.4% |
| Admin fee / account holder | $2,688 | $17,312-84.5% | $11,039-75.6% | $13,398-79.9% |