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 | $102,127 | $159,602-36.0% | $150,045-31.9% | $142,382-28.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.11% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,668 | $4,961-46.2% | $4,693-43.2% | $4,299-37.9% |
| Participant deferral / active EE | $11,906 | $8,310+43.3% | $7,997+48.9% | $6,507+83.0% |
| Admin fee / account holder | $458 | $14,846-96.9% | $13,435-96.6% | $12,624-96.4% |