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 | $107,925 | $180,749-40.3% | $160,784-32.9% | $137,256-21.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.05% | 2234.46%-2216.4pp | 1803.92%-1785.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,686 | $4,155+12.8% | $3,733+25.5% | $4,156+12.8% |
| Participant deferral / active EE | $6,900 | $6,844+0.8% | $6,293+9.6% | $6,407+7.7% |
| Admin fee / account holder | $40,621 | $10,397+290.7% | $9,717+318.0% | $12,270+231.1% |