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 | $103,134 | $124,281-17.0% | $109,143-5.5% | $167,490-38.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.34% | 26.04%-12.7pp | 25.75%-12.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $6,983 | $4,207+66.0% | $3,722+87.6% | $4,837+44.3% |
| Participant deferral / active EE | $13,855 | $5,255+163.6% | $4,653+197.8% | $6,341+118.5% |
| Admin fee / account holder | $64,298 | $7,970+706.8% | $6,752+852.2% | $12,309+422.4% |