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 | $70,119 | $126,574-44.6% | $106,213-34.0% | $145,922-51.9% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 8.49% | 224.79%-216.3pp | 116.14%-107.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,768 | $3,730+1.0% | $3,171+18.8% | $4,660-19.1% |
| Participant deferral / active EE | $7,654 | $5,724+33.7% | $5,016+52.6% | $6,688+14.5% |
| Admin fee / account holder | $157,478 | $17,304+810.1% | $11,033+1327.3% | $13,397+1075.5% |