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 | $70,195 | $101,069-30.5% | $81,478-13.8% | $147,584-52.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.91% | 32.40%-18.5pp | 38.78%-24.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $14,545 | $3,205+353.8% | $2,568+466.5% | $4,876+198.3% |
| Participant deferral / active EE | $3,972 | $4,242-6.4% | $3,537+12.3% | $5,439-27.0% |
| Admin fee / account holder | $833 | $5,812-85.7% | $4,561-81.7% | $10,885-92.3% |