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 | $44,447 | $165,984-73.2% | $164,813-73.0% | $145,922-69.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.76% | 100.03%-84.3pp | 69.93%-54.2pp | 561.29%-545.5pp |
| Employer contribution / active EE | $4,369 | $5,273-17.1% | $4,341+0.7% | $4,660-6.2% |
| Participant deferral / active EE | $9,930 | $6,959+42.7% | $6,031+64.6% | $6,688+48.5% |
| Admin fee / account holder | $884 | $16,648-94.7% | $12,690-93.0% | $13,397-93.4% |