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 | $137,265 | $183,519-25.2% | $155,509-11.7% | $145,922-5.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.27% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $10,042 | $5,313+89.0% | $4,672+114.9% | $4,660+115.5% |
| Participant deferral / active EE | $4,600 | $6,462-28.8% | $5,626-18.2% | $6,688-31.2% |
| Admin fee / account holder | $1,321 | $19,313-93.2% | $15,912-91.7% | $13,397-90.1% |