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 | $56,046 | $152,587-63.3% | $125,175-55.2% | $152,861-63.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.74% | 54.84%-29.1pp | 43.79%-18.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $6,803 | $4,946+37.5% | $3,865+76.0% | $4,762+42.8% |
| Participant deferral / active EE | $4,594 | $5,868-21.7% | $4,937-6.9% | $5,850-21.5% |
| Admin fee / account holder | $615 | $13,434-95.4% | $9,702-93.7% | $11,596-94.7% |