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 | $118,243 | $232,540-49.2% | $185,117-36.1% | $147,584-19.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.17% | 43.03%-24.9pp | 40.50%-22.3pp | 578.55%-560.4pp |
| Employer contribution / active EE | $25,000 | $5,195+381.2% | $4,182+497.9% | $4,876+412.7% |
| Participant deferral / active EE | $5,000 | $5,834-14.3% | $5,045-0.9% | $5,439-8.1% |
| Admin fee / account holder | $566 | $10,275-94.5% | $8,159-93.1% | $10,885-94.8% |