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 | $68,348 | $109,817-37.8% | $98,442-30.6% | $167,490-59.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 29.58% | 1956.69%-1927.1pp | 1492.73%-1463.1pp | 478.56%-449.0pp |
| Employer contribution / active EE | $815 | $3,224-74.7% | $2,960-72.5% | $4,837-83.2% |
| Participant deferral / active EE | $6,051 | $4,673+29.5% | $4,276+41.5% | $6,341-4.6% |
| Admin fee / account holder | $5,593 | $6,753-17.2% | $5,949-6.0% | $12,309-54.6% |