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 | $77,345 | $124,281-37.8% | $109,143-29.1% | $167,490-53.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.66% | 26.04%-13.4pp | 25.75%-13.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $5,132 | $4,207+22.0% | $3,722+37.9% | $4,837+6.1% |
| Participant deferral / active EE | $10,185 | $5,255+93.8% | $4,653+118.9% | $6,341+60.6% |
| Admin fee / account holder | $174,470 | $7,970+2089.1% | $6,752+2483.9% | $12,309+1317.4% |