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 | $66,292 | $112,096-40.9% | $95,952-30.9% | $158,922-58.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.67% | 171.09%-153.4pp | 91.61%-73.9pp | 302.83%-285.2pp |
| Employer contribution / active EE | $8,729 | $3,198+172.9% | $2,541+243.5% | $4,761+83.3% |
| Participant deferral / active EE | $6,786 | $4,784+41.8% | $4,167+62.9% | $5,982+13.4% |
| Admin fee / account holder | $592 | $10,130-94.2% | $6,795-91.3% | $11,246-94.7% |