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 | $12,453 | $74,888-83.4% | $71,209-82.5% | $142,382-91.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 29.49% | 345.14%-315.7pp | 282.51%-253.0pp | 217.08%-187.6pp |
| Employer contribution / active EE | $3,216 | $2,854+12.7% | $2,721+18.2% | $4,299-25.2% |
| Participant deferral / active EE | $9,725 | $4,454+118.3% | $4,175+132.9% | $6,507+49.4% |
| Admin fee / account holder | $1,446 | $5,568-74.0% | $5,349-73.0% | $12,624-88.5% |