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 | $120,997 | $165,912-27.1% | $122,332-1.1% | $147,584-18.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.75% | 34.55%-21.8pp | 30.27%-17.5pp | 578.55%-565.8pp |
| Employer contribution / active EE | $6,941 | $5,754+20.6% | $4,050+71.4% | $4,876+42.3% |
| Participant deferral / active EE | $18,000 | $4,005+349.4% | $3,287+447.6% | $5,439+231.0% |
| Admin fee / account holder | $29,551 | $7,424+298.1% | $5,478+439.5% | $10,885+171.5% |