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 | $104,426 | $144,119-27.5% | $117,854-11.4% | $147,584-29.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.84% | 531.15%-518.3pp | 335.08%-322.2pp | 578.55%-565.7pp |
| Employer contribution / active EE | $6,627 | $4,896+35.3% | $3,786+75.0% | $4,876+35.9% |
| Participant deferral / active EE | $8,566 | $5,316+61.1% | $4,482+91.1% | $5,439+57.5% |
| Admin fee / account holder | $40,628 | $10,886+273.2% | $8,020+406.6% | $10,885+273.2% |