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 | $56,990 | $110,261-48.3% | $95,745-40.5% | $139,434-59.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.13% | 27.11%-13.0pp | 28.35%-14.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $10,794 | $3,257+231.4% | $2,835+280.8% | $4,751+127.2% |
| Participant deferral / active EE | $6,369 | $4,676+36.2% | $4,245+50.1% | $6,710-5.1% |
| Admin fee / account holder | $97,291 | $6,613+1371.2% | $5,678+1613.5% | $11,403+753.2% |