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 | $75,942 | $152,587-50.2% | $125,175-39.3% | $152,861-50.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.16% | 54.84%-34.7pp | 43.79%-23.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $14,286 | $4,946+188.8% | $3,865+269.6% | $4,762+200.0% |
| Participant deferral / active EE | $9,779 | $5,868+66.7% | $4,937+98.1% | $5,850+67.2% |
| Admin fee / account holder | $17,942 | $13,434+33.6% | $9,702+84.9% | $11,596+54.7% |