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 | $89,220 | $197,591-54.8% | $177,821-49.8% | $158,922-43.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.28% | 58.76%-46.5pp | 48.32%-36.0pp | 302.83%-290.6pp |
| Employer contribution / active EE | $16,959 | $6,697+153.2% | $5,918+186.5% | $4,761+256.2% |
| Participant deferral / active EE | $9,500 | $8,405+13.0% | $7,714+23.2% | $5,982+58.8% |
| Admin fee / account holder | $744 | $15,399-95.2% | $12,427-94.0% | $11,246-93.4% |