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 | $104,829 | $111,754-6.2% | $103,333+1.4% | $145,922-28.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.59% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $10,314 | $4,212+144.9% | $3,868+166.7% | $4,660+121.4% |
| Participant deferral / active EE | $4,801 | $5,619-14.5% | $5,057-5.1% | $6,688-28.2% |
| Admin fee / account holder | $1,237 | $9,750-87.3% | $8,355-85.2% | $13,397-90.8% |