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 | $111,051 | $117,381-5.4% | $99,443+11.7% | $152,861-27.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 17.10% | 31.87%-14.8pp | 30.72%-13.6pp | 345.32%-328.2pp |
| Employer contribution / active EE | $3,443 | $3,013+14.3% | $2,540+35.6% | $4,762-27.7% |
| Participant deferral / active EE | $3,571 | $4,086-12.6% | $3,619-1.3% | $5,850-39.0% |
| Admin fee / account holder | $66,008 | $7,631+765.0% | $6,250+956.1% | $11,596+469.2% |