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 | $70,187 | $181,894-61.4% | $156,549-55.2% | $273,961-74.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 322.67% | 30.74%+291.9pp | 32.23%+290.4pp | 41.45%+281.2pp |
| Employer contribution / active EE | $10,019 | $6,248+60.4% | $5,501+82.1% | $4,869+105.8% |
| Participant deferral / active EE | $3,627 | $5,550-34.6% | $4,871-25.5% | $5,287-31.4% |
| Admin fee / account holder | $3,029 | $15,559-80.5% | $13,027-76.7% | $10,132-70.1% |