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 | $97,080 | $109,817-11.6% | $98,442-1.4% | $167,490-42.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.22% | 1956.69%-1946.5pp | 1492.73%-1482.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $13,475 | $3,224+318.0% | $2,960+355.3% | $4,837+178.6% |
| Participant deferral / active EE | $5,251 | $4,673+12.4% | $4,276+22.8% | $6,341-17.2% |
| Admin fee / account holder | $363 | $6,753-94.6% | $5,949-93.9% | $12,309-97.1% |