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 | $27,822 | $228,332-87.8% | $185,823-85.0% | $158,922-82.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.70% | 40.80%-28.1pp | 35.95%-23.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,817 | $4,967-43.3% | $4,087-31.1% | $4,761-40.8% |
| Participant deferral / active EE | $9,228 | $6,415+43.9% | $5,632+63.9% | $5,982+54.3% |
| Admin fee / account holder | $37,204 | $11,864+213.6% | $9,500+291.6% | $11,246+230.8% |