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 | $57,824 | $127,386-54.6% | $115,037-49.7% | $125,391-53.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.11% | 31.28%-29.2pp | 26.14%-24.0pp | 282.22%-280.1pp |
| Employer contribution / active EE | $15,419 | $5,166+198.5% | $4,608+234.6% | $4,866+216.9% |
| Participant deferral / active EE | $8,509 | $6,423+32.5% | $6,026+41.2% | $5,352+59.0% |
| Admin fee / account holder | $19,823 | $9,516+108.3% | $8,175+142.5% | $9,540+107.8% |