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 8-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 | $106,349 | $209,411-49.2% | $178,490-40.4% | $158,922-33.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.75% | 188.75%-179.0pp | 151.07%-141.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,184 | $5,706-79.3% | $5,011-76.4% | $4,761-75.1% |
| Participant deferral / active EE | $2,173 | $5,954-63.5% | $5,202-58.2% | $5,982-63.7% |
| Admin fee / account holder | $47,495 | $17,074+178.2% | $13,984+239.6% | $11,246+322.3% |