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 | $127,494 | $198,466-35.8% | $170,442-25.2% | $147,584-13.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.16% | 257.29%-239.1pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $11,416 | $6,184+84.6% | $5,433+110.1% | $4,876+134.1% |
| Participant deferral / active EE | $7,175 | $5,629+27.4% | $4,939+45.2% | $5,439+31.9% |
| Admin fee / account holder | $1,045 | $16,852-93.8% | $13,880-92.5% | $10,885-90.4% |