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 | $77,143 | $95,266-19.0% | $82,389-6.4% | $142,382-45.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.88% | 25.74%-5.9pp | 28.67%-8.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $11,955 | $2,991+299.7% | $2,517+375.0% | $4,299+178.1% |
| Participant deferral / active EE | $9,491 | $4,809+97.4% | $4,155+128.4% | $6,507+45.9% |
| Admin fee / account holder | $72,117 | $8,563+742.1% | $7,231+897.4% | $12,624+471.3% |