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 | $87,591 | $165,984-47.2% | $164,813-46.9% | $145,922-40.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.19% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $6,248 | $5,273+18.5% | $4,341+43.9% | $4,660+34.1% |
| Participant deferral / active EE | $13,683 | $6,959+96.6% | $6,031+126.9% | $6,688+104.6% |
| Admin fee / account holder | $42,905 | $16,648+157.7% | $12,690+238.1% | $13,397+220.3% |