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 | $97,222 | $150,187-35.3% | $120,354-19.2% | $145,922-33.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.99% | 154.07%-143.1pp | 107.15%-96.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,369 | $4,348-22.5% | $3,463-2.7% | $4,660-27.7% |
| Participant deferral / active EE | $10,842 | $6,173+75.6% | $4,991+117.2% | $6,688+62.1% |
| Admin fee / account holder | $11,035 | $12,207-9.6% | $9,423+17.1% | $13,397-17.6% |