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 | $93,909 | $183,519-48.8% | $155,509-39.6% | $145,922-35.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.49% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $21,243 | $5,313+299.8% | $4,672+354.6% | $4,660+355.9% |
| Participant deferral / active EE | $17,476 | $6,462+170.4% | $5,626+210.6% | $6,688+161.3% |
| Admin fee / account holder | $752 | $19,313-96.1% | $15,912-95.3% | $13,397-94.4% |