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 | $68,076 | $106,890-36.3% | $84,015-19.0% | $152,861-55.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.15% | 104.99%-83.8pp | 71.31%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,728 | $2,734+36.3% | $1,983+87.9% | $4,762-21.7% |
| Participant deferral / active EE | $6,927 | $4,011+72.7% | $3,239+113.9% | $5,850+18.4% |
| Admin fee / account holder | $5,564 | $8,285-32.8% | $6,101-8.8% | $11,596-52.0% |