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 | $78,657 | $185,822-57.7% | $169,993-53.7% | $139,434-43.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.49% | 60.50%-30.0pp | 53.37%-22.9pp | 372.94%-342.5pp |
| Employer contribution / active EE | $4,351 | $7,590-42.7% | $6,785-35.9% | $4,751-8.4% |
| Participant deferral / active EE | $9,881 | $11,622-15.0% | $10,408-5.1% | $6,710+47.3% |
| Admin fee / account holder | $113,487 | $15,381+637.9% | $12,815+785.6% | $11,403+895.3% |