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 | $86,695 | $135,635-36.1% | $110,238-21.4% | $135,375-36.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 16.85% | 513.19%-496.3pp | 314.74%-297.9pp | 519.73%-502.9pp |
| Employer contribution / active EE | $7,607 | $4,906+55.0% | $3,826+98.8% | $4,779+59.2% |
| Participant deferral / active EE | $2,239 | $5,506-59.3% | $4,672-52.1% | $5,609-60.1% |
| Admin fee / account holder | $845 | $11,457-92.6% | $8,547-90.1% | $10,827-92.2% |