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 | $140,539 | $105,931+32.7% | $81,930+71.5% | $158,922-11.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.83% | 38.17%-25.3pp | 29.49%-16.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $8,955 | $7,800+14.8% | $4,310+107.8% | $4,761+88.1% |
| Participant deferral / active EE | $6,280 | $13,003-51.7% | $7,107-11.6% | $5,982+5.0% |
| Admin fee / account holder | $2,541 | $8,489-70.1% | $5,158-50.7% | $11,246-77.4% |