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 | $127,341 | $175,202-27.3% | $149,673-14.9% | $139,434-8.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.13% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $10,329 | $5,474+88.7% | $4,818+114.4% | $4,751+117.4% |
| Participant deferral / active EE | $4,269 | $6,519-34.5% | $5,680-24.8% | $6,710-36.4% |
| Admin fee / account holder | $2,835 | $16,150-82.4% | $13,210-78.5% | $11,403-75.1% |