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 | $105,909 | $118,849-10.9% | $96,562+9.7% | $167,490-36.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 22.38% | 50.49%-28.1pp | 37.78%-15.4pp | 478.56%-456.2pp |
| Employer contribution / active EE | $4,741 | $3,120+52.0% | $2,356+101.2% | $4,837-2.0% |
| Participant deferral / active EE | $1,954 | $4,616-57.7% | $3,849-49.2% | $6,341-69.2% |
| Admin fee / account holder | $23,035 | $8,065+185.6% | $6,181+272.7% | $12,309+87.1% |