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 | $97,343 | $133,922-27.3% | $116,228-16.2% | $142,382-31.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.64% | 147.76%-130.1pp | 90.06%-72.4pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,060 | $3,446+17.8% | $2,994+35.6% | $4,299-5.6% |
| Participant deferral / active EE | $7,266 | $5,672+28.1% | $4,953+46.7% | $6,507+11.7% |
| Admin fee / account holder | $1,007 | $14,945-93.3% | $11,989-91.6% | $12,624-92.0% |