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 | $103,052 | $183,592-43.9% | $155,567-33.8% | $145,959-29.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.23% | 61.24%-45.0pp | 64.74%-48.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $2,545 | $5,315-52.1% | $4,674-45.6% | $4,661-45.4% |
| Participant deferral / active EE | $7,489 | $6,464+15.9% | $5,628+33.1% | $6,689+12.0% |
| Admin fee / account holder | $2,110 | $19,318-89.1% | $15,916-86.7% | $13,398-84.3% |