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 | $172,125 | $176,812-2.7% | $146,665+17.4% | $167,490+2.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.66% | 24.03%-7.4pp | 22.74%-6.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $3,362 | $5,160-34.9% | $4,136-18.7% | $4,837-30.5% |
| Participant deferral / active EE | $4,733 | $6,440-26.5% | $5,506-14.0% | $6,341-25.4% |
| Admin fee / account holder | $130,125 | $13,259+881.4% | $10,280+1165.9% | $12,309+957.2% |