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 | $68,498 | $81,632-16.1% | $70,449-2.8% | $158,922-56.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.76% | 208.40%-196.6pp | 109.03%-97.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $5,801 | $3,217+80.3% | $2,737+112.0% | $4,761+21.8% |
| Participant deferral / active EE | $1,197 | $4,554-73.7% | $3,709-67.7% | $5,982-80.0% |
| Admin fee / account holder | $6,233 | $6,193+0.7% | $3,845+62.1% | $11,246-44.6% |