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 | $177,572-90.6% | $154,803-89.2% | $142,382-88.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.24% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $11,225 | $4,810+133.4% | $4,305+160.7% | $4,299+161.1% |
| Participant deferral / active EE | $16,332 | $6,272+160.4% | $5,540+194.8% | $6,507+151.0% |
| Admin fee / account holder | $539,919 | $16,786+3116.5% | $14,329+3668.0% | $12,624+4177.0% |