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 | $76,373 | $135,635-43.7% | $110,238-30.7% | $135,375-43.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.19% | 513.19%-504.0pp | 314.74%-305.5pp | 519.73%-510.5pp |
| Employer contribution / active EE | $7,453 | $4,906+51.9% | $3,826+94.8% | $4,779+56.0% |
| Participant deferral / active EE | $7,385 | $5,506+34.1% | $4,672+58.1% | $5,609+31.7% |
| Admin fee / account holder | $24,164 | $11,457+110.9% | $8,547+182.7% | $10,827+123.2% |