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 | $105,329 | $198,466-46.9% | $170,442-38.2% | $147,584-28.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.42% | 257.29%-244.9pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $4,127 | $6,184-33.3% | $5,433-24.0% | $4,876-15.4% |
| Participant deferral / active EE | $5,543 | $5,629-1.5% | $4,939+12.2% | $5,439+1.9% |
| Admin fee / account holder | $268,938 | $16,852+1495.9% | $13,880+1837.5% | $10,885+2370.7% |