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 | $126,574-51.2% | $106,213-41.8% | $145,922-57.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.51% | 224.79%-209.3pp | 116.14%-100.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,048 | $3,730+35.3% | $3,171+59.2% | $4,660+8.3% |
| Participant deferral / active EE | $2,648 | $5,724-53.7% | $5,016-47.2% | $6,688-60.4% |
| Admin fee / account holder | $2,688 | $17,304-84.5% | $11,033-75.6% | $13,397-79.9% |