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 | $94,429 | $108,919-13.3% | $100,391-5.9% | $145,922-35.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.71% | 57.88%-45.2pp | 49.20%-36.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $5,556 | $4,419+25.7% | $3,942+40.9% | $4,660+19.2% |
| Participant deferral / active EE | $4,631 | $8,445-45.2% | $8,082-42.7% | $6,688-30.8% |
| Admin fee / account holder | $8,723 | $9,689-10.0% | $7,899+10.4% | $13,397-34.9% |