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 | $120,345 | $169,032-28.8% | $129,207-6.9% | $145,922-17.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.99% | 14330.11%-14322.1pp | 9417.33%-9409.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $5,350 | $5,537-3.4% | $4,153+28.8% | $4,660+14.8% |
| Participant deferral / active EE | $11,846 | $4,987+137.5% | $4,168+184.2% | $6,688+77.1% |
| Admin fee / account holder | $16,310 | $9,954+63.8% | $7,715+111.4% | $13,397+21.7% |