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 | $107,576 | $109,982-2.2% | $97,226+10.6% | $145,922-26.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.42% | 242.90%-231.5pp | 75.13%-63.7pp | 561.29%-549.9pp |
| Employer contribution / active EE | $6,699 | $3,084+117.2% | $2,729+145.5% | $4,660+43.8% |
| Participant deferral / active EE | $6,805 | $4,676+45.5% | $4,264+59.6% | $6,688+1.8% |
| Admin fee / account holder | $1,018 | $6,221-83.6% | $5,654-82.0% | $13,397-92.4% |