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 | $64,437 | $105,859-39.1% | $90,160-28.5% | $147,584-56.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.09% | 37.63%-25.5pp | 34.88%-22.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $7,393 | $4,126+79.2% | $3,318+122.8% | $4,876+51.6% |
| Participant deferral / active EE | $18,657 | $5,733+225.4% | $5,288+252.8% | $5,439+243.0% |
| Admin fee / account holder | $21,367 | $8,046+165.6% | $5,943+259.5% | $10,885+96.3% |