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 | $116,564 | $103,376+12.8% | $87,100+33.8% | $152,861-23.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.60% | 28.10%-10.5pp | 28.19%-10.6pp | 345.32%-327.7pp |
| Employer contribution / active EE | $14,189 | $3,220+340.6% | $2,521+462.8% | $4,762+197.9% |
| Participant deferral / active EE | $13,197 | $4,778+176.2% | $4,049+226.0% | $5,850+125.6% |
| Admin fee / account holder | $16,393 | $12,205+34.3% | $7,497+118.7% | $11,596+41.4% |