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 | $87,796 | $126,574-30.6% | $106,213-17.3% | $145,922-39.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.10% | 224.79%-215.7pp | 116.14%-107.0pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,267 | $3,730-39.2% | $3,171-28.5% | $4,660-51.3% |
| Participant deferral / active EE | $4,705 | $5,724-17.8% | $5,016-6.2% | $6,688-29.7% |
| Admin fee / account holder | $3,597 | $17,304-79.2% | $11,033-67.4% | $13,397-73.1% |