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 | $89,266 | $118,680-24.8% | $98,907-9.7% | $158,922-43.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.42% | 372.35%-364.9pp | 196.43%-189.0pp | 302.83%-295.4pp |
| Employer contribution / active EE | $4,349 | $3,333+30.5% | $2,689+61.7% | $4,761-8.7% |
| Participant deferral / active EE | $3,898 | $5,088-23.4% | $4,244-8.2% | $5,982-34.8% |
| Admin fee / account holder | $6,055 | $10,131-40.2% | $6,642-8.8% | $11,246-46.2% |