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 | $97,220 | $166,020-41.4% | $164,866-41.0% | $145,959-33.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.33% | 100.08%-87.8pp | 69.97%-57.6pp | 561.95%-549.6pp |
| Employer contribution / active EE | $2,898 | $5,275-45.1% | $4,343-33.3% | $4,661-37.8% |
| Participant deferral / active EE | $5,242 | $6,961-24.7% | $6,033-13.1% | $6,689-21.6% |
| Admin fee / account holder | $32,232 | $16,644+93.7% | $12,689+154.0% | $13,398+140.6% |