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 | $91,870 | $112,096-18.0% | $95,952-4.3% | $158,922-42.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.36% | 171.09%-154.7pp | 91.61%-75.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $6,271 | $3,198+96.1% | $2,541+146.8% | $4,761+31.7% |
| Participant deferral / active EE | $4,403 | $4,784-8.0% | $4,167+5.7% | $5,982-26.4% |
| Admin fee / account holder | $462 | $10,130-95.4% | $6,795-93.2% | $11,246-95.9% |