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 | $101,887 | $165,984-38.6% | $164,813-38.2% | $145,922-30.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.98% | 100.03%-91.1pp | 69.93%-60.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,842 | $5,273-46.1% | $4,341-34.5% | $4,660-39.0% |
| Participant deferral / active EE | $8,347 | $6,959+19.9% | $6,031+38.4% | $6,688+24.8% |
| Admin fee / account holder | $26,007 | $16,648+56.2% | $12,690+104.9% | $13,397+94.1% |