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 | $99,658 | $126,574-21.3% | $106,213-6.2% | $145,922-31.7% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 9.57% | 224.79%-215.2pp | 116.14%-106.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,959 | $3,730+6.1% | $3,171+24.8% | $4,660-15.0% |
| Participant deferral / active EE | $10,433 | $5,724+82.3% | $5,016+108.0% | $6,688+56.0% |
| Admin fee / account holder | $126,679 | $17,304+632.1% | $11,033+1048.2% | $13,397+845.6% |