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 | $98,283 | $165,912-40.8% | $122,332-19.7% | $147,584-33.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 20.30% | 34.55%-14.2pp | 30.27%-10.0pp | 578.55%-558.2pp |
| Employer contribution / active EE | $7,252 | $5,754+26.0% | $4,050+79.0% | $4,876+48.7% |
| Participant deferral / active EE | $5,318 | $4,005+32.8% | $3,287+61.8% | $5,439-2.2% |
| Admin fee / account holder | $2,827 | $7,424-61.9% | $5,478-48.4% | $10,885-74.0% |