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 | $79,347 | $115,770-31.5% | $101,248-21.6% | $158,922-50.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.70% | 56.14%-44.4pp | 46.47%-34.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,068 | $4,175-50.5% | $3,660-43.5% | $4,761-56.6% |
| Participant deferral / active EE | $6,864 | $4,957+38.5% | $4,370+57.1% | $5,982+14.7% |
| Admin fee / account holder | $635 | $7,245-91.2% | $5,945-89.3% | $11,246-94.4% |