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 | $69,194 | $115,770-40.2% | $101,248-31.7% | $158,922-56.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.77% | 56.14%-43.4pp | 46.47%-33.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $10,372 | $4,175+148.5% | $3,660+183.4% | $4,761+117.8% |
| Participant deferral / active EE | $3,140 | $4,957-36.7% | $4,370-28.1% | $5,982-47.5% |
| Admin fee / account holder | $1,403 | $7,245-80.6% | $5,945-76.4% | $11,246-87.5% |