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 | $54,100 | $197,591-72.6% | $177,821-69.6% | $158,922-66.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.80% | 58.76%-49.0pp | 48.32%-38.5pp | 302.83%-293.0pp |
| Employer contribution / active EE | $15,969 | $6,697+138.4% | $5,918+169.8% | $4,761+235.4% |
| Participant deferral / active EE | $13,981 | $8,405+66.3% | $7,714+81.2% | $5,982+133.7% |
| Admin fee / account holder | $18,750 | $15,399+21.8% | $12,427+50.9% | $11,246+66.7% |