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 | $92,820 | $176,056-47.3% | $159,436-41.8% | $167,490-44.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.54% | 331.75%-313.2pp | 263.57%-245.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,880 | $5,297-64.5% | $4,829-61.1% | $4,837-61.1% |
| Participant deferral / active EE | $10,547 | $7,750+36.1% | $7,352+43.5% | $6,341+66.3% |
| Admin fee / account holder | $592 | $12,554-95.3% | $10,799-94.5% | $12,309-95.2% |