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 | $136,561 | $176,056-22.4% | $159,436-14.3% | $167,490-18.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.27% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $11,508 | $5,297+117.2% | $4,829+138.3% | $4,837+137.9% |
| Participant deferral / active EE | $16,317 | $7,750+110.5% | $7,352+121.9% | $6,341+157.3% |
| Admin fee / account holder | $22,015 | $12,554+75.4% | $10,799+103.9% | $12,309+78.8% |