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 | $101,213 | $154,365-34.4% | $130,231-22.3% | $139,434-27.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 12.97% | 30.34%-17.4pp | 38.77%-25.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $8,136 | $5,170+57.4% | $4,126+97.2% | $4,751+71.2% |
| Participant deferral / active EE | $17,218 | $8,498+102.6% | $6,799+153.3% | $6,710+156.6% |
| Admin fee / account holder | $96,715 | $9,214+949.7% | $6,020+1506.6% | $11,403+748.2% |