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 | $127,897 | $183,519-30.3% | $155,509-17.8% | $145,922-12.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $8,777 | $5,313+65.2% | $4,672+87.8% | $4,660+88.4% |
| Participant deferral / active EE | $6,689 | $6,462+3.5% | $5,626+18.9% | $6,6880% |
| Admin fee / account holder | $30,949 | $19,313+60.2% | $15,912+94.5% | $13,397+131.0% |