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 | $89,656 | $127,777-29.8% | $106,548-15.9% | $167,490-46.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.91% | 33.87%-19.0pp | 26.80%-11.9pp | 478.56%-463.6pp |
| Employer contribution / active EE | $5,930 | $3,427+73.1% | $2,819+110.4% | $4,837+22.6% |
| Participant deferral / active EE | $9,652 | $5,087+89.7% | $4,398+119.5% | $6,341+52.2% |
| Admin fee / account holder | $655 | $11,228-94.2% | $7,407-91.2% | $12,309-94.7% |