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 | $121,718 | $152,587-20.2% | $125,175-2.8% | $152,861-20.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.08% | 54.84%-37.8pp | 43.79%-26.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $19,220 | $4,946+288.6% | $3,865+397.2% | $4,762+303.6% |
| Participant deferral / active EE | $3,258 | $5,868-44.5% | $4,937-34.0% | $5,850-44.3% |
| Admin fee / account holder | $362 | $13,434-97.3% | $9,702-96.3% | $11,596-96.9% |