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 3-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 | $91,016 | $108,919-16.4% | $100,391-9.3% | $145,922-37.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.34% | 57.88%-46.5pp | 49.20%-37.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $760 | $4,419-82.8% | $3,942-80.7% | $4,660-83.7% |
| Participant deferral / active EE | $9,829 | $8,445+16.4% | $8,082+21.6% | $6,688+47.0% |
| Admin fee / account holder | $1,110 | $9,689-88.5% | $7,899-85.9% | $13,397-91.7% |