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 | $141,384 | $227,553-37.9% | $189,557-25.4% | $167,490-15.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 23.62% | 78.40%-54.8pp | 64.17%-40.6pp | 478.56%-454.9pp |
| Employer contribution / active EE | $3,397 | $5,316-36.1% | $4,412-23.0% | $4,837-29.8% |
| Participant deferral / active EE | $10,708 | $7,002+52.9% | $6,174+73.4% | $6,341+68.9% |
| Admin fee / account holder | $464 | $11,878-96.1% | $9,807-95.3% | $12,309-96.2% |