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 | $127,227 | $180,028-29.3% | $138,135-7.9% | $158,922-19.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 14.30% | 21.68%-7.4pp | 20.51%-6.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $3,452 | $7,470-53.8% | $5,587-38.2% | $4,761-27.5% |
| Participant deferral / active EE | $16,880 | $7,717+118.7% | $6,431+162.5% | $5,982+182.2% |
| Admin fee / account holder | $76,078 | $17,912+324.7% | $11,856+541.7% | $11,246+576.5% |