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 | $111,286 | $111,754-0.4% | $103,333+7.7% | $145,922-23.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.19% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $6,765 | $4,212+60.6% | $3,868+74.9% | $4,660+45.2% |
| Participant deferral / active EE | $5,655 | $5,619+0.6% | $5,057+11.8% | $6,688-15.4% |
| Admin fee / account holder | $219,018 | $9,750+2146.3% | $8,355+2521.5% | $13,397+1534.8% |