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 | $69,407 | $165,984-58.2% | $164,813-57.9% | $145,922-52.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.89% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $9,663 | $5,273+83.3% | $4,341+122.6% | $4,660+107.4% |
| Participant deferral / active EE | $6,337 | $6,959-8.9% | $6,031+5.1% | $6,688-5.3% |
| Admin fee / account holder | $8,118 | $16,648-51.2% | $12,690-36.0% | $13,397-39.4% |