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 | $77,324 | $133,922-42.3% | $116,228-33.5% | $142,382-45.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.97% | 147.76%-136.8pp | 90.06%-79.1pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,182 | $3,446-36.7% | $2,994-27.1% | $4,299-49.2% |
| Participant deferral / active EE | $4,630 | $5,672-18.4% | $4,953-6.5% | $6,507-28.8% |
| Admin fee / account holder | $901 | $14,945-94.0% | $11,989-92.5% | $12,624-92.9% |