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 | $82,363 | $176,056-53.2% | $159,436-48.3% | $167,490-50.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.22% | 331.75%-321.5pp | 263.57%-253.4pp | 478.56%-468.3pp |
| Employer contribution / active EE | $10,313 | $5,297+94.7% | $4,829+113.5% | $4,837+113.2% |
| Participant deferral / active EE | $8,267 | $7,750+6.7% | $7,352+12.5% | $6,341+30.4% |
| Admin fee / account holder | $93,776 | $12,554+647.0% | $10,799+768.4% | $12,309+661.8% |