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 | $101,791 | $148,534-31.5% | $135,903-25.1% | $139,434-27.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.59% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $7,555 | $5,243+44.1% | $4,856+55.6% | $4,751+59.0% |
| Participant deferral / active EE | $8,864 | $8,100+9.4% | $7,758+14.3% | $6,710+32.1% |
| Admin fee / account holder | $134,133 | $12,400+981.7% | $10,762+1146.4% | $11,403+1076.4% |