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 | $113,586 | $226,064-49.8% | $182,532-37.8% | $152,861-25.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.40% | 192.51%-175.1pp | 148.54%-131.1pp | 345.32%-327.9pp |
| Employer contribution / active EE | $3,930 | $4,978-21.1% | $4,076-3.6% | $4,762-17.5% |
| Participant deferral / active EE | $11,262 | $6,368+76.9% | $5,524+103.9% | $5,850+92.5% |
| Admin fee / account holder | $101,540 | $10,703+848.7% | $8,592+1081.8% | $11,596+775.6% |