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 | $112,447 | $150,187-25.1% | $120,354-6.6% | $145,922-22.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 22.11% | 154.07%-132.0pp | 107.15%-85.0pp | 561.29%-539.2pp |
| Employer contribution / active EE | $2,584 | $4,348-40.6% | $3,463-25.4% | $4,660-44.5% |
| Participant deferral / active EE | $7,681 | $6,173+24.4% | $4,991+53.9% | $6,688+14.8% |
| Admin fee / account holder | $2,545 | $12,207-79.1% | $9,423-73.0% | $13,397-81.0% |