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 | $110,028 | $177,572-38.0% | $154,803-28.9% | $142,382-22.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.56% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $11,469 | $4,810+138.4% | $4,305+166.4% | $4,299+166.8% |
| Participant deferral / active EE | $9,522 | $6,272+51.8% | $5,540+71.9% | $6,507+46.3% |
| Admin fee / account holder | $56,909 | $16,786+239.0% | $14,329+297.2% | $12,624+350.8% |