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 | $101,627 | $165,984-38.8% | $164,813-38.3% | $145,922-30.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.21% | 100.03%-89.8pp | 69.93%-59.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $4,682 | $5,273-11.2% | $4,341+7.9% | $4,660+0.5% |
| Participant deferral / active EE | $7,167 | $6,959+3.0% | $6,031+18.8% | $6,688+7.2% |
| Admin fee / account holder | $706 | $16,648-95.8% | $12,690-94.4% | $13,397-94.7% |