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 | $97,623 | $232,540-58.0% | $185,117-47.3% | $147,584-33.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 9.95% | 43.03%-33.1pp | 40.50%-30.5pp | 578.55%-568.6pp |
| Employer contribution / active EE | $3,081 | $5,195-40.7% | $4,182-26.3% | $4,876-36.8% |
| Participant deferral / active EE | $5,854 | $5,834+0.4% | $5,045+16.0% | $5,439+7.6% |
| Admin fee / account holder | $41,055 | $10,275+299.6% | $8,159+403.2% | $10,885+277.2% |