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 | $66,516 | $107,334-38.0% | $92,893-28.4% | $152,861-56.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.33% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,797 | $4,221-57.4% | $3,653-50.8% | $4,762-62.3% |
| Participant deferral / active EE | $2,340 | $4,845-51.7% | $4,236-44.8% | $5,850-60.0% |
| Admin fee / account holder | $1,314 | $7,079-81.4% | $5,794-77.3% | $11,596-88.7% |