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 | $67,818 | $109,982-38.3% | $97,226-30.2% | $145,922-53.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.83% | 242.90%-233.1pp | 75.13%-65.3pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,360 | $3,084-23.5% | $2,729-13.5% | $4,660-49.4% |
| Participant deferral / active EE | $7,035 | $4,676+50.4% | $4,264+65.0% | $6,688+5.2% |
| Admin fee / account holder | $8,916 | $6,221+43.3% | $5,654+57.7% | $13,397-33.4% |