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 | $97,657 | $152,587-36.0% | $125,175-22.0% | $152,861-36.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.98% | 54.84%-35.9pp | 43.79%-24.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $8,427 | $4,946+70.4% | $3,865+118.0% | $4,762+77.0% |
| Participant deferral / active EE | $21,000 | $5,868+257.9% | $4,937+325.4% | $5,850+259.0% |
| Admin fee / account holder | $3,373 | $13,434-74.9% | $9,702-65.2% | $11,596-70.9% |