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 | $66,371 | $126,574-47.6% | $106,213-37.5% | $145,922-54.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.58% | 224.79%-209.2pp | 116.14%-100.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $12,301 | $3,730+229.7% | $3,171+287.9% | $4,660+164.0% |
| Participant deferral / active EE | $4,618 | $5,724-19.3% | $5,016-7.9% | $6,688-31.0% |
| Admin fee / account holder | $2,789 | $17,304-83.9% | $11,033-74.7% | $13,397-79.2% |