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 | $132,455 | $157,256-15.8% | $141,162-6.2% | $152,861-13.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.21% | 64.32%-36.1pp | 71.39%-43.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $12,386 | $5,261+135.4% | $4,735+161.6% | $4,762+160.1% |
| Participant deferral / active EE | $14,401 | $7,109+102.6% | $6,709+114.6% | $5,850+146.2% |
| Admin fee / account holder | $1,884 | $12,120-84.5% | $10,261-81.6% | $11,596-83.8% |