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 | $132,188 | $209,411-36.9% | $178,490-25.9% | $158,922-16.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.87% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $8,744 | $5,706+53.2% | $5,011+74.5% | $4,761+83.6% |
| Participant deferral / active EE | $4,000 | $5,954-32.8% | $5,202-23.1% | $5,982-33.1% |
| Admin fee / account holder | $5,759 | $17,074-66.3% | $13,984-58.8% | $11,246-48.8% |