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 | $124,395 | $198,466-37.3% | $170,442-27.0% | $147,584-15.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.34% | 257.29%-244.0pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $10,955 | $6,184+77.2% | $5,433+101.7% | $4,876+124.7% |
| Participant deferral / active EE | $5,693 | $5,629+1.1% | $4,939+15.2% | $5,439+4.7% |
| Admin fee / account holder | $36,316 | $16,852+115.5% | $13,880+161.6% | $10,885+233.6% |