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 | $83,816 | $118,680-29.4% | $98,907-15.3% | $158,922-47.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 22.36% | 372.35%-350.0pp | 196.43%-174.1pp | 302.83%-280.5pp |
| Employer contribution / active EE | $3,610 | $3,333+8.3% | $2,689+34.2% | $4,761-24.2% |
| Participant deferral / active EE | $4,434 | $5,088-12.9% | $4,244+4.5% | $5,982-25.9% |
| Admin fee / account holder | $9,958 | $10,131-1.7% | $6,642+49.9% | $11,246-11.5% |