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 | $13,168 | $100,773-86.9% | $88,946-85.2% | $142,382-90.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.86% | 70.18%-58.3pp | 57.82%-46.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $7,036 | $2,918+141.2% | $2,555+175.4% | $4,299+63.7% |
| Participant deferral / active EE | $3,710 | $5,230-29.1% | $4,581-19.0% | $6,507-43.0% |
| Admin fee / account holder | $105,451 | $9,693+987.9% | $8,261+1176.5% | $12,624+735.3% |