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 | $23,778 | $154,117-84.6% | $129,995-81.7% | $139,434-82.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.99% | 32.48%-22.5pp | -137.18%+147.2pp | 372.94%-363.0pp |
| Employer contribution / active EE | $15,791 | $5,289+198.6% | $4,320+265.6% | $4,751+232.4% |
| Participant deferral / active EE | $15,531 | $6,710+131.5% | $5,820+166.9% | $6,710+131.5% |
| Admin fee / account holder | $87,582 | $14,007+525.3% | $10,614+725.1% | $11,403+668.1% |