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 | $98,617 | $148,534-33.6% | $135,903-27.4% | $139,434-29.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.41% | 79.19%-66.8pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,300 | $5,243-56.1% | $4,856-52.6% | $4,751-51.6% |
| Participant deferral / active EE | $5,037 | $8,100-37.8% | $7,758-35.1% | $6,710-24.9% |
| Admin fee / account holder | $59,575 | $12,400+380.5% | $10,762+453.6% | $11,403+422.5% |