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 | $77,139 | $118,680-35.0% | $98,907-22.0% | $158,922-51.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.21% | 372.35%-363.1pp | 196.43%-187.2pp | 302.83%-293.6pp |
| Employer contribution / active EE | $3,076 | $3,333-7.7% | $2,689+14.4% | $4,761-35.4% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $728 | $10,131-92.8% | $6,642-89.0% | $11,246-93.5% |