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 | $105,871 | $133,922-20.9% | $116,228-8.9% | $142,382-25.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.93% | 147.76%-134.8pp | 90.06%-77.1pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,154 | $3,446-8.5% | $2,994+5.3% | $4,299-26.6% |
| Participant deferral / active EE | $7,411 | $5,672+30.7% | $4,953+49.6% | $6,507+13.9% |
| Admin fee / account holder | $5,640 | $14,945-62.3% | $11,989-53.0% | $12,624-55.3% |