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 | $132,960 | $102,828+29.3% | $105,387+26.2% | $152,861-13.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.78% | 20.85%-7.1pp | 26.82%-13.0pp | 345.32%-331.5pp |
| Employer contribution / active EE | $9,104 | $4,473+103.5% | $4,213+116.1% | $4,762+91.2% |
| Participant deferral / active EE | $3,084 | $5,465-43.6% | $5,502-43.9% | $5,850-47.3% |
| Admin fee / account holder | $76,074 | $8,683+776.1% | $6,559+1059.9% | $11,596+556.0% |