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 | $82,045 | $201,272-59.2% | $184,203-55.5% | $145,922-43.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.28% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $10,831 | $7,022+54.2% | $6,427+68.5% | $4,660+132.4% |
| Participant deferral / active EE | $19,327 | $9,806+97.1% | $9,131+111.7% | $6,688+189.0% |
| Admin fee / account holder | $235,351 | $16,364+1338.3% | $13,901+1593.1% | $13,397+1656.7% |