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 | $67,997 | $74,888-9.2% | $71,209-4.5% | $142,382-52.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.36% | 345.14%-329.8pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $10,682 | $2,854+274.2% | $2,721+292.6% | $4,299+148.5% |
| Participant deferral / active EE | $4,319 | $4,454-3.1% | $4,175+3.4% | $6,507-33.6% |
| Admin fee / account holder | $13,468 | $5,568+141.9% | $5,349+151.8% | $12,624+6.7% |