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 | $92,083 | $126,574-27.2% | $106,213-13.3% | $145,922-36.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.82% | 224.79%-214.0pp | 116.14%-105.3pp | 561.29%-550.5pp |
| Employer contribution / active EE | $12,725 | $3,730+241.1% | $3,171+301.2% | $4,660+173.1% |
| Participant deferral / active EE | $5,649 | $5,724-1.3% | $5,016+12.6% | $6,688-15.5% |
| Admin fee / account holder | $1,222 | $17,304-92.9% | $11,033-88.9% | $13,397-90.9% |