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 | $13,566 | $104,974-87.1% | $95,585-85.8% | $142,382-90.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.36% | 210.33%-199.0pp | 38.56%-27.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $8,019 | $2,779+188.6% | $2,527+217.4% | $4,299+86.5% |
| Participant deferral / active EE | $3,508 | $4,352-19.4% | $4,023-12.8% | $6,507-46.1% |
| Admin fee / account holder | $48,833 | $6,386+664.7% | $6,127+697.0% | $12,624+286.8% |