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 | $19,432 | $177,572-89.1% | $154,803-87.4% | $142,382-86.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.61% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $47,934 | $4,810+896.5% | $4,305+1013.3% | $4,299+1015.0% |
| Participant deferral / active EE | $42,989 | $6,272+585.5% | $5,540+675.9% | $6,507+560.6% |
| Admin fee / account holder | $1,966,003 | $16,786+11612.3% | $14,329+13620.3% | $12,624+15473.9% |