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 | $34,341 | $177,572-80.7% | $154,803-77.8% | $142,382-75.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.18% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $43,177 | $4,810+797.6% | $4,305+902.8% | $4,299+904.3% |
| Participant deferral / active EE | $18,280 | $6,272+191.5% | $5,540+229.9% | $6,507+180.9% |
| Admin fee / account holder | $1,619,220 | $16,786+9546.4% | $14,329+11200.2% | $12,624+12726.8% |