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 | $92,848 | $114,381-18.8% | $107,525-13.6% | $142,382-34.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 31.90% | 242.71%-210.8pp | 181.32%-149.4pp | 217.08%-185.2pp |
| Employer contribution / active EE | $15,816 | $4,015+294.0% | $3,754+321.4% | $4,299+267.9% |
| Participant deferral / active EE | $22,500 | $5,564+304.4% | $5,116+339.8% | $6,507+245.8% |
| Admin fee / account holder | $889 | $9,860-91.0% | $8,919-90.0% | $12,624-93.0% |