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 | $120,200 | $183,519-34.5% | $155,509-22.7% | $145,922-17.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.25% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $9,765 | $5,313+83.8% | $4,672+109.0% | $4,660+109.6% |
| Participant deferral / active EE | $6,382 | $6,462-1.2% | $5,626+13.4% | $6,688-4.6% |
| Admin fee / account holder | $3,517 | $19,313-81.8% | $15,912-77.9% | $13,397-73.7% |