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 | $66,916 | $102,966-35.0% | $90,281-25.9% | $152,861-56.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.13% | 95.16%-78.0pp | 78.10%-61.0pp | 345.32%-328.2pp |
| Employer contribution / active EE | $5,512 | $3,139+75.6% | $2,854+93.1% | $4,762+15.7% |
| Participant deferral / active EE | $4,476 | $4,281+4.5% | $3,885+15.2% | $5,850-23.5% |
| Admin fee / account holder | $1,995 | $6,171-67.7% | $5,351-62.7% | $11,596-82.8% |