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 | $52,664 | $228,332-76.9% | $185,823-71.7% | $158,922-66.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.54% | 40.80%-32.3pp | 35.95%-27.4pp | 302.83%-294.3pp |
| Employer contribution / active EE | $11,926 | $4,967+140.1% | $4,087+191.8% | $4,761+150.5% |
| Participant deferral / active EE | $8,667 | $6,415+35.1% | $5,632+53.9% | $5,982+44.9% |
| Admin fee / account holder | $18,571 | $11,864+56.5% | $9,500+95.5% | $11,246+65.1% |