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 | $16,766 | $172,111-90.3% | $150,298-88.8% | $137,256-87.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.24% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $11,225 | $4,636+142.1% | $4,154+170.2% | $4,156+170.1% |
| Participant deferral / active EE | $16,332 | $6,166+164.9% | $5,453+199.5% | $6,407+154.9% |
| Admin fee / account holder | $539,919 | $16,471+3178.0% | $14,116+3724.9% | $12,270+4300.3% |