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 | $81,786 | $148,534-44.9% | $135,903-39.8% | $139,434-41.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.50% | 79.19%-66.7pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $6,552 | $5,243+25.0% | $4,856+34.9% | $4,751+37.9% |
| Participant deferral / active EE | $16,200 | $8,100+100.0% | $7,758+108.8% | $6,710+141.4% |
| Admin fee / account holder | $41,667 | $12,400+236.0% | $10,762+287.2% | $11,403+265.4% |