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 | $66,960 | $105,859-36.7% | $90,160-25.7% | $147,584-54.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.59% | 37.63%-27.0pp | 34.88%-24.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $7,053 | $4,126+70.9% | $3,318+112.6% | $4,876+44.6% |
| Participant deferral / active EE | $4,201 | $5,733-26.7% | $5,288-20.6% | $5,439-22.8% |
| Admin fee / account holder | $8,046 | $8,0460% | $5,943+35.4% | $10,885-26.1% |