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 | $41,137 | $133,922-69.3% | $116,228-64.6% | $142,382-71.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.89% | 147.76%-130.9pp | 90.06%-73.2pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,400 | $3,446+27.7% | $2,994+46.9% | $4,299+2.3% |
| Participant deferral / active EE | $5,500 | $5,672-3.0% | $4,953+11.0% | $6,507-15.5% |
| Admin fee / account holder | $22,709 | $14,945+52.0% | $11,989+89.4% | $12,624+79.9% |