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 | $121,890 | $209,411-41.8% | $178,490-31.7% | $158,922-23.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.29% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $10,001 | $5,706+75.3% | $5,011+99.6% | $4,761+110.1% |
| Participant deferral / active EE | $7,767 | $5,954+30.4% | $5,202+49.3% | $5,982+29.8% |
| Admin fee / account holder | $894 | $17,074-94.8% | $13,984-93.6% | $11,246-92.1% |