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 | $102,767 | $142,405-27.8% | $115,157-10.8% | $152,861-32.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.01% | 41.48%-20.5pp | 35.60%-14.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $8,637 | $4,010+115.4% | $3,179+171.7% | $4,762+81.4% |
| Participant deferral / active EE | $9,027 | $5,164+74.8% | $4,168+116.6% | $5,850+54.3% |
| Admin fee / account holder | $2,258 | $8,462-73.3% | $7,088-68.1% | $11,596-80.5% |