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 | $67,477 | $118,849-43.2% | $96,562-30.1% | $167,490-59.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.55% | 50.49%-38.9pp | 37.78%-26.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $12,794 | $3,120+310.1% | $2,356+442.9% | $4,837+164.5% |
| Participant deferral / active EE | $12,355 | $4,616+167.6% | $3,849+221.0% | $6,341+94.8% |
| Admin fee / account holder | $5,552 | $8,065-31.2% | $6,181-10.2% | $12,309-54.9% |