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 | $103,294 | $165,984-37.8% | $164,813-37.3% | $145,922-29.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 10.37% | 100.03%-89.7pp | 69.93%-59.6pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,004 | $5,273-24.1% | $4,341-7.8% | $4,660-14.1% |
| Participant deferral / active EE | $8,935 | $6,959+28.4% | $6,031+48.1% | $6,688+33.6% |
| Admin fee / account holder | $47,409 | $16,648+184.8% | $12,690+273.6% | $13,397+253.9% |