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 | $143,606 | $183,519-21.7% | $155,509-7.7% | $145,922-1.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.21% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $11,652 | $5,313+119.3% | $4,672+149.4% | $4,660+150.1% |
| Participant deferral / active EE | $10,170 | $6,462+57.4% | $5,626+80.8% | $6,688+52.1% |
| Admin fee / account holder | $885 | $19,313-95.4% | $15,912-94.4% | $13,397-93.4% |