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 | $124,083 | $154,117-19.5% | $129,995-4.5% | $139,434-11.0% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 56.35% | 32.48%+23.9pp | -137.18%+193.5pp | 372.94%-316.6pp |
| Employer contribution / active EE | $10,637 | $5,289+101.1% | $4,320+146.3% | $4,751+123.9% |
| Participant deferral / active EE | $7,395 | $6,710+10.2% | $5,820+27.1% | $6,710+10.2% |
| Admin fee / account holder | $312 | $14,007-97.8% | $10,614-97.1% | $11,403-97.3% |