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 | $109,120 | $183,519-40.5% | $155,509-29.8% | $145,922-25.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.54% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.7pp |
| Employer contribution / active EE | $7,286 | $5,313+37.1% | $4,672+55.9% | $4,660+56.4% |
| Participant deferral / active EE | $4,834 | $6,462-25.2% | $5,626-14.1% | $6,688-27.7% |
| Admin fee / account holder | $1,649 | $19,313-91.5% | $15,912-89.6% | $13,397-87.7% |