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 | $37,686 | $90,503-58.4% | $78,689-52.1% | $273,961-86.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.52% | 75.60%-66.1pp | 62.18%-52.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $11,636 | $3,176+266.4% | $2,851+308.2% | $4,869+139.0% |
| Participant deferral / active EE | $11,198 | $3,901+187.0% | $3,517+218.4% | $5,287+111.8% |
| Admin fee / account holder | $16,800 | $5,263+219.2% | $4,510+272.5% | $10,132+65.8% |