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 | $88,953 | $114,381-22.2% | $107,525-17.3% | $142,382-37.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.82% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $18,750 | $4,015+367.0% | $3,754+399.5% | $4,299+336.1% |
| Participant deferral / active EE | $7,306 | $5,564+31.3% | $5,116+42.8% | $6,507+12.3% |
| Admin fee / account holder | $1,174 | $9,860-88.1% | $8,919-86.8% | $12,624-90.7% |