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 | $60,945 | $118,427-48.5% | $66,042-7.7% | $142,382-57.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 10.33% | 35.57%-25.2pp | 52.11%-41.8pp | 217.08%-206.7pp |
| Employer contribution / active EE | $6,960 | $2,570+170.9% | $1,579+340.7% | $4,299+61.9% |
| Participant deferral / active EE | $5,746 | $4,311+33.3% | $2,835+102.7% | $6,507-11.7% |
| Admin fee / account holder | $14,020 | $9,593+46.1% | $5,747+144.0% | $12,624+11.1% |