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 | $95,311 | $108,919-12.5% | $100,391-5.1% | $145,922-34.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.75% | 57.88%-47.1pp | 49.20%-38.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $7,749 | $4,419+75.4% | $3,942+96.6% | $4,660+66.3% |
| Participant deferral / active EE | $4,055 | $8,445-52.0% | $8,082-49.8% | $6,688-39.4% |
| Admin fee / account holder | $5,258 | $9,689-45.7% | $7,899-33.4% | $13,397-60.8% |