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 | $100,606 | $226,064-55.5% | $182,532-44.9% | $152,861-34.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 32.69% | 192.51%-159.8pp | 148.54%-115.8pp | 345.32%-312.6pp |
| Employer contribution / active EE | $4,147 | $4,978-16.7% | $4,076+1.7% | $4,762-12.9% |
| Participant deferral / active EE | $4,183 | $6,368-34.3% | $5,524-24.3% | $5,850-28.5% |
| Admin fee / account holder | $83,330 | $10,703+678.6% | $8,592+869.9% | $11,596+618.6% |