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 | $107,802 | $169,161-36.3% | $129,295-16.6% | $145,959-26.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.14% | 14348.07%-14333.9pp | 9429.28%-9415.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $24,427 | $5,543+340.7% | $4,157+487.6% | $4,661+424.1% |
| Participant deferral / active EE | $15,250 | $4,989+205.6% | $4,169+265.8% | $6,689+128.0% |
| Admin fee / account holder | $3,024 | $9,878-69.4% | $7,665-60.5% | $13,398-77.4% |