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 | $78,896 | $102,317-22.9% | $146,958-46.3% | $80,856-2.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.40% | 134.76%-117.4pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $10,287 | $3,713+177.1% | $4,933+108.5% | $2,755+273.4% |
| Participant deferral / active EE | $35,029 | $6,644+427.2% | $8,070+334.1% | $4,296+715.4% |
| Admin fee / account holder | $14,640 | $7,941+84.3% | $12,998+12.6% | $6,918+111.6% |