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 | $77,547 | $126,574-38.7% | $106,213-27.0% | $145,922-46.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 57.78% | 224.79%-167.0pp | 116.14%-58.4pp | 561.29%-503.5pp |
| Employer contribution / active EE | $5,006 | $3,730+34.2% | $3,171+57.8% | $4,660+7.4% |
| Participant deferral / active EE | $7,453 | $5,724+30.2% | $5,016+48.6% | $6,688+11.4% |
| Admin fee / account holder | $602 | $17,304-96.5% | $11,033-94.5% | $13,397-95.5% |