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 | $123,045 | $209,411-41.2% | $178,490-31.1% | $158,922-22.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.04% | 188.75%-167.7pp | 151.07%-130.0pp | 302.83%-281.8pp |
| Employer contribution / active EE | $17,004 | $5,706+198.0% | $5,011+239.4% | $4,761+257.1% |
| Participant deferral / active EE | $14,083 | $5,954+136.5% | $5,202+170.8% | $5,982+135.4% |
| Admin fee / account holder | $190,634 | $17,074+1016.5% | $13,984+1263.2% | $11,246+1595.2% |