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 | $95,136 | $183,519-48.2% | $155,509-38.8% | $145,922-34.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.07% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,808 | $5,313-47.1% | $4,672-39.9% | $4,660-39.7% |
| Participant deferral / active EE | $12,942 | $6,462+100.3% | $5,626+130.0% | $6,688+93.5% |
| Admin fee / account holder | $962 | $19,313-95.0% | $15,912-94.0% | $13,397-92.8% |