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 | $40,951 | $115,882-64.7% | $100,516-59.3% | $158,922-74.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.69% | 34.79%-24.1pp | 30.89%-20.2pp | 302.83%-292.1pp |
| Employer contribution / active EE | $6,411 | $4,103+56.3% | $3,418+87.6% | $4,761+34.7% |
| Participant deferral / active EE | $13,533 | $6,674+102.8% | $6,270+115.8% | $5,982+126.2% |
| Admin fee / account holder | $18,582 | $10,995+69.0% | $8,081+129.9% | $11,246+65.2% |