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 | $28,334 | $159,602-82.2% | $150,045-81.1% | $142,382-80.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.72% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $17,761 | $4,961+258.0% | $4,693+278.4% | $4,299+313.1% |
| Participant deferral / active EE | $20,314 | $8,310+144.4% | $7,997+154.0% | $6,507+212.2% |
| Admin fee / account holder | $44,152 | $14,846+197.4% | $13,435+228.6% | $12,624+249.8% |