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 | $98,562 | $198,466-50.3% | $170,442-42.2% | $147,584-33.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.53% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $17,011 | $6,184+175.1% | $5,433+213.1% | $4,876+248.8% |
| Participant deferral / active EE | $7,750 | $5,629+37.7% | $4,939+56.9% | $5,439+42.5% |
| Admin fee / account holder | $412 | $16,852-97.6% | $13,880-97.0% | $10,885-96.2% |