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 | $82,595 | $227,553-63.7% | $189,557-56.4% | $167,490-50.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 34.37% | 78.40%-44.0pp | 64.17%-29.8pp | 478.56%-444.2pp |
| Employer contribution / active EE | $4,562 | $5,316-14.2% | $4,412+3.4% | $4,837-5.7% |
| Participant deferral / active EE | $13,699 | $7,002+95.6% | $6,174+121.9% | $6,341+116.0% |
| Admin fee / account holder | $606 | $11,878-94.9% | $9,807-93.8% | $12,309-95.1% |