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 | $141,145 | $95,266+48.2% | $82,389+71.3% | $142,382-0.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.12% | 25.74%-14.6pp | 28.67%-17.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $14,428 | $2,991+382.4% | $2,517+473.2% | $4,299+235.6% |
| Participant deferral / active EE | $11,936 | $4,809+148.2% | $4,155+187.3% | $6,507+83.4% |
| Admin fee / account holder | $153,172 | $8,563+1688.7% | $7,231+2018.4% | $12,624+1113.4% |