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 | $10,837 | $114,381-90.5% | $107,525-89.9% | $142,382-92.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.77% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,021 | $4,015-24.7% | $3,754-19.5% | $4,299-29.7% |
| Participant deferral / active EE | $25,379 | $5,564+356.1% | $5,116+396.1% | $6,507+290.0% |
| Admin fee / account holder | $154,670 | $9,860+1468.7% | $8,919+1634.2% | $12,624+1125.2% |