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 | $63,406 | $102,966-38.4% | $90,281-29.8% | $152,861-58.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 12.86% | 95.16%-82.3pp | 78.10%-65.2pp | 345.32%-332.5pp |
| Employer contribution / active EE | $1,320 | $3,139-58.0% | $2,854-53.8% | $4,762-72.3% |
| Participant deferral / active EE | $1,967 | $4,281-54.1% | $3,885-49.4% | $5,850-66.4% |
| Admin fee / account holder | $682 | $6,171-89.0% | $5,351-87.3% | $11,596-94.1% |