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 | $99,486 | $183,963-45.9% | $162,163-38.7% | $152,861-34.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.31% | 150.76%-132.5pp | 115.59%-97.3pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,886 | $6,371-70.4% | $5,614-66.4% | $4,762-60.4% |
| Participant deferral / active EE | $16,437 | $8,034+104.6% | $7,298+125.2% | $5,850+181.0% |
| Admin fee / account holder | $47,481 | $13,121+261.9% | $10,843+337.9% | $11,596+309.4% |