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 | $149,317 | $178,174-16.2% | $156,181-4.4% | $137,256+8.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.08% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $10,797 | $4,972+117.2% | $4,294+151.4% | $4,156+159.8% |
| Participant deferral / active EE | $18,414 | $6,888+167.3% | $6,132+200.3% | $6,407+187.4% |
| Admin fee / account holder | $77,622 | $17,404+346.0% | $14,586+432.2% | $12,270+532.6% |