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 | $98,329 | $165,984-40.8% | $164,813-40.3% | $145,922-32.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.72% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,275 | $5,273-37.9% | $4,341-24.6% | $4,660-29.7% |
| Participant deferral / active EE | $9,500 | $6,959+36.5% | $6,031+57.5% | $6,688+42.1% |
| Admin fee / account holder | $2,370 | $16,648-85.8% | $12,690-81.3% | $13,397-82.3% |