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 | $143,387 | $102,966+39.3% | $90,281+58.8% | $152,861-6.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.23% | 95.16%-74.9pp | 78.10%-57.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $11,407 | $3,139+263.4% | $2,854+299.6% | $4,762+139.5% |
| Participant deferral / active EE | $11,093 | $4,281+159.1% | $3,885+185.5% | $5,850+89.6% |
| Admin fee / account holder | $5,475 | $6,171-11.3% | $5,351+2.3% | $11,596-52.8% |