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 | $66,366 | $158,398-58.1% | $126,539-47.6% | $142,382-53.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.36% | 593.76%-581.4pp | 425.95%-413.6pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,921 | $4,650+5.8% | $3,674+33.9% | $4,299+14.5% |
| Participant deferral / active EE | $12,524 | $4,767+162.7% | $4,083+206.8% | $6,507+92.5% |
| Admin fee / account holder | $17,776 | $6,918+157.0% | $6,065+193.1% | $12,624+40.8% |