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 | $145,030 | $111,301+30.3% | $112,977+28.4% | $158,922-8.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 10.12% | 26.40%-16.3pp | 24.24%-14.1pp | 302.83%-292.7pp |
| Employer contribution / active EE | $14,345 | $4,471+220.8% | $4,255+237.2% | $4,761+201.3% |
| Participant deferral / active EE | $6,999 | $5,880+19.0% | $5,836+19.9% | $5,982+17.0% |
| Admin fee / account holder | $71,071 | $8,392+746.9% | $6,294+1029.2% | $11,246+532.0% |