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 | $132,855 | $176,056-24.5% | $159,436-16.7% | $167,490-20.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.03% | 331.75%-314.7pp | 263.57%-246.5pp | 478.56%-461.5pp |
| Employer contribution / active EE | $13,532 | $5,297+155.5% | $4,829+180.2% | $4,837+179.7% |
| Participant deferral / active EE | $12,137 | $7,750+56.6% | $7,352+65.1% | $6,341+91.4% |
| Admin fee / account holder | $2,819 | $12,554-77.5% | $10,799-73.9% | $12,309-77.1% |