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 | $83,515 | $102,616-18.6% | $81,983+1.9% | $158,922-47.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 6.52% | 61.04%-54.5pp | 41.31%-34.8pp | 302.83%-296.3pp |
| Employer contribution / active EE | $13,282 | $3,240+309.9% | $2,498+431.7% | $4,761+179.0% |
| Participant deferral / active EE | $9,052 | $4,648+94.7% | $3,722+143.2% | $5,982+51.3% |
| Admin fee / account holder | $57,642 | $8,235+600.0% | $5,664+917.7% | $11,246+412.6% |