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 | $64,422 | $101,618-36.6% | $93,063-30.8% | $137,256-53.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 10.44% | 223.95%-213.5pp | 34.15%-23.7pp | 220.34%-209.9pp |
| Employer contribution / active EE | $5,280 | $2,707+95.0% | $2,476+113.2% | $4,156+27.0% |
| Participant deferral / active EE | $31,000 | $4,279+624.4% | $3,958+683.2% | $6,407+383.9% |
| Admin fee / account holder | $134,661 | $6,198+2072.5% | $6,033+2132.0% | $12,270+997.5% |