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 | $107,499 | $198,466-45.8% | $170,442-36.9% | $147,584-27.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.72% | 257.29%-245.6pp | 205.93%-194.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,433 | $6,184-60.6% | $5,433-55.2% | $4,876-50.1% |
| Participant deferral / active EE | $4,627 | $5,629-17.8% | $4,939-6.3% | $5,439-14.9% |
| Admin fee / account holder | $46,632 | $16,852+176.7% | $13,880+236.0% | $10,885+328.4% |