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 | $133,082 | $190,805-30.3% | $159,960-16.8% | $134,475-1.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 1.77% | 552.23%-550.5pp | 408.60%-406.8pp | 417.96%-416.2pp |
| Employer contribution / active EE | $3,888 | $4,995-22.2% | $4,226-8.0% | $4,740-18.0% |
| Participant deferral / active EE | $9,208 | $6,923+33.0% | $6,182+48.9% | $6,400+43.9% |
| Admin fee / account holder | $97,410 | $10,471+830.3% | $8,698+1019.9% | $11,426+752.5% |