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 | $76,237 | $165,984-54.1% | $164,813-53.7% | $145,922-47.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.30% | 100.03%-88.7pp | 69.93%-58.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,806 | $5,273-8.9% | $4,341+10.7% | $4,660+3.1% |
| Participant deferral / active EE | $4,606 | $6,959-33.8% | $6,031-23.6% | $6,688-31.1% |
| Admin fee / account holder | $1,270 | $16,648-92.4% | $12,690-90.0% | $13,397-90.5% |