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 | $62,155 | $112,881-44.9% | $90,951-31.7% | $158,922-60.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.02% | 215.79%-192.8pp | 134.60%-111.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $6,467 | $2,893+123.5% | $2,122+204.8% | $4,761+35.8% |
| Participant deferral / active EE | $4,555 | $4,128+10.4% | $3,373+35.1% | $5,982-23.9% |
| Admin fee / account holder | $316 | $8,041-96.1% | $5,959-94.7% | $11,246-97.2% |