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 | $69,576 | $150,187-53.7% | $120,354-42.2% | $145,922-52.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.70% | 154.07%-144.4pp | 107.15%-97.4pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,193 | $4,348-49.6% | $3,463-36.7% | $4,660-52.9% |
| Participant deferral / active EE | $3,341 | $6,173-45.9% | $4,991-33.1% | $6,688-50.0% |
| Admin fee / account holder | $919 | $12,207-92.5% | $9,423-90.2% | $13,397-93.1% |