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 | $76,417 | $114,381-33.2% | $107,525-28.9% | $142,382-46.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 34.17% | 242.71%-208.5pp | 181.32%-147.2pp | 217.08%-182.9pp |
| Employer contribution / active EE | $7,928 | $4,015+97.5% | $3,754+111.2% | $4,299+84.4% |
| Participant deferral / active EE | $8,969 | $5,564+61.2% | $5,116+75.3% | $6,507+37.8% |
| Admin fee / account holder | $14,157 | $9,860+43.6% | $8,919+58.7% | $12,624+12.1% |