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 | $14,447 | $101,069-85.7% | $81,478-82.3% | $147,584-90.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.73% | 32.40%-9.7pp | 38.78%-16.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $6,628 | $3,205+106.8% | $2,568+158.1% | $4,876+35.9% |
| Participant deferral / active EE | $3,858 | $4,242-9.0% | $3,537+9.1% | $5,439-29.1% |
| Admin fee / account holder | $789 | $5,812-86.4% | $4,561-82.7% | $10,885-92.8% |