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 | $110,701 | $209,336-47.1% | $197,124-43.8% | $137,256-19.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.99% | 48.09%-36.1pp | 44.34%-32.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $4,328 | $6,591-34.3% | $6,227-30.5% | $4,156+4.1% |
| Participant deferral / active EE | $19,396 | $9,614+101.7% | $9,135+112.3% | $6,407+202.7% |
| Admin fee / account holder | $138,181 | $17,308+698.4% | $16,298+747.8% | $12,270+1026.2% |