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 | $74,651 | $126,574-41.0% | $106,213-29.7% | $145,922-48.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.28% | 224.79%-209.5pp | 116.14%-100.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,097 | $3,730-17.0% | $3,171-2.3% | $4,660-33.5% |
| Participant deferral / active EE | $6,171 | $5,724+7.8% | $5,016+23.0% | $6,688-7.7% |
| Admin fee / account holder | $5,131 | $17,304-70.3% | $11,033-53.5% | $13,397-61.7% |