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 | $23,187 | $177,572-86.9% | $154,803-85.0% | $142,382-83.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.59% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $13,548 | $4,810+181.6% | $4,305+214.7% | $4,299+215.1% |
| Participant deferral / active EE | $6,585 | $6,272+5.0% | $5,540+18.9% | $6,507+1.2% |
| Admin fee / account holder | $183,949 | $16,786+995.9% | $14,329+1183.7% | $12,624+1357.2% |