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 | $85,044 | $209,336-59.4% | $197,124-56.9% | $137,256-38.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.74% | 48.09%-30.3pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $20,655 | $6,591+213.4% | $6,227+231.7% | $4,156+397.0% |
| Participant deferral / active EE | $7,341 | $9,614-23.6% | $9,135-19.6% | $6,407+14.6% |
| Admin fee / account holder | $93,671 | $17,308+441.2% | $16,298+474.7% | $12,270+663.4% |