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 | $60,027 | $73,515-18.3% | $62,995-4.7% | $147,584-59.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.06% | 175.43%-161.4pp | 87.57%-73.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $8,767 | $3,320+164.0% | $2,759+217.8% | $4,876+79.8% |
| Participant deferral / active EE | $2,908 | $4,185-30.5% | $3,329-12.6% | $5,439-46.5% |
| Admin fee / account holder | $9,176 | $5,953+54.1% | $3,600+154.9% | $10,885-15.7% |