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 | $98,523 | $109,904-10.4% | $97,167+1.4% | $145,959-32.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.64% | 243.43%-234.8pp | 75.27%-66.6pp | 561.95%-553.3pp |
| Employer contribution / active EE | $2,056 | $3,084-33.3% | $2,729-24.7% | $4,661-55.9% |
| Participant deferral / active EE | $8,244 | $4,676+76.3% | $4,264+93.4% | $6,689+23.3% |
| Admin fee / account holder | $21,088 | $6,216+239.3% | $5,650+273.2% | $13,398+57.4% |