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 | $122,780 | $157,256-21.9% | $141,162-13.0% | $152,861-19.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.97% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $16,106 | $5,261+206.1% | $4,735+240.1% | $4,762+238.2% |
| Participant deferral / active EE | $15,101 | $7,109+112.4% | $6,709+125.1% | $5,850+158.1% |
| Admin fee / account holder | $45,465 | $12,120+275.1% | $10,261+343.1% | $11,596+292.1% |