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 | $26,293 | $163,101-83.9% | $136,749-80.8% | $142,382-81.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.40% | 27.54%-8.1pp | 24.33%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $12,639 | $4,117+207.0% | $3,400+271.8% | $4,299+194.0% |
| Participant deferral / active EE | $43,500 | $5,585+678.9% | $4,692+827.1% | $6,507+568.5% |
| Admin fee / account holder | $453,968 | $14,318+3070.5% | $11,386+3887.0% | $12,624+3496.2% |