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 | $84,648 | $111,814-24.3% | $103,374-18.1% | $145,959-42.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 24.77%-12.6pp | 24.89%-12.7pp | 561.95%-549.8pp |
| Employer contribution / active EE | $10,345 | $4,214+145.5% | $3,869+167.3% | $4,661+121.9% |
| Participant deferral / active EE | $8,202 | $5,618+46.0% | $5,058+62.2% | $6,689+22.6% |
| Admin fee / account holder | $41,204 | $9,754+322.4% | $8,394+390.9% | $13,398+207.5% |