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 | $63,712 | $107,334-40.6% | $92,893-31.4% | $152,861-58.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.50% | 145.58%-131.1pp | 109.41%-94.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $3,403 | $4,221-19.4% | $3,653-6.8% | $4,762-28.6% |
| Participant deferral / active EE | $10,883 | $4,845+124.6% | $4,236+156.9% | $5,850+86.0% |
| Admin fee / account holder | $29,501 | $7,079+316.7% | $5,794+409.2% | $11,596+154.4% |