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 | $89,543 | $111,724-19.9% | $93,606-4.3% | $145,922-38.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.29% | 202.98%-192.7pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,696 | $3,090-12.8% | $2,420+11.4% | $4,660-42.2% |
| Participant deferral / active EE | $3,276 | $4,912-33.3% | $4,411-25.7% | $6,688-51.0% |
| Admin fee / account holder | $20,116 | $10,250+96.3% | $8,285+142.8% | $13,397+50.2% |