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 | $81,371 | $112,096-27.4% | $95,952-15.2% | $158,922-48.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.19% | 171.09%-160.9pp | 91.61%-81.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $13,444 | $3,198+320.4% | $2,541+429.1% | $4,761+182.4% |
| Participant deferral / active EE | $13,977 | $4,784+192.2% | $4,167+235.4% | $5,982+133.6% |
| Admin fee / account holder | $53,715 | $10,130+430.2% | $6,795+690.5% | $11,246+377.6% |