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 | $98,188 | $209,411-53.1% | $178,490-45.0% | $158,922-38.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.00% | 188.75%-181.8pp | 151.07%-144.1pp | 302.83%-295.8pp |
| Employer contribution / active EE | $5,346 | $5,706-6.3% | $5,011+6.7% | $4,761+12.3% |
| Participant deferral / active EE | $9,071 | $5,954+52.3% | $5,202+74.4% | $5,982+51.6% |
| Admin fee / account holder | $116,090 | $17,074+579.9% | $13,984+730.2% | $11,246+932.3% |