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 | $57,236 | $135,952-57.9% | $123,892-53.8% | $273,961-79.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.13% | 56.63%-46.5pp | 47.52%-37.4pp | 41.45%-31.3pp |
| Employer contribution / active EE | $15,490 | $5,170+199.6% | $4,617+235.5% | $4,869+218.2% |
| Participant deferral / active EE | $17,663 | $6,343+178.5% | $5,984+195.2% | $5,287+234.1% |
| Admin fee / account holder | $47,175 | $9,817+380.5% | $8,357+464.5% | $10,132+365.6% |