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 | $155,900 | $198,466-21.4% | $170,442-8.5% | $147,584+5.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.43% | 257.29%-233.9pp | 205.93%-182.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $19,600 | $6,184+217.0% | $5,433+260.8% | $4,876+301.9% |
| Participant deferral / active EE | $13,625 | $5,629+142.0% | $4,939+175.8% | $5,439+150.5% |
| Admin fee / account holder | $6,804 | $16,852-59.6% | $13,880-51.0% | $10,885-37.5% |