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 | $123,541 | $152,587-19.0% | $125,175-1.3% | $152,861-19.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 27.86% | 54.84%-27.0pp | 43.79%-15.9pp | 345.32%-317.5pp |
| Employer contribution / active EE | $9,917 | $4,946+100.5% | $3,865+156.6% | $4,762+108.2% |
| Participant deferral / active EE | $5,138 | $5,868-12.4% | $4,937+4.1% | $5,850-12.2% |
| Admin fee / account holder | $527 | $13,434-96.1% | $9,702-94.6% | $11,596-95.5% |