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 | $35,742 | $165,984-78.5% | $164,813-78.3% | $145,922-75.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.21% | 100.03%-90.8pp | 69.93%-60.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,323 | $5,273-55.9% | $4,341-46.5% | $4,660-50.1% |
| Participant deferral / active EE | $2,903 | $6,959-58.3% | $6,031-51.9% | $6,688-56.6% |
| Admin fee / account holder | $1,068 | $16,648-93.6% | $12,690-91.6% | $13,397-92.0% |