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 | $123,700 | $202,432-38.9% | $169,368-27.0% | $139,434-11.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.06% | 531.74%-520.7pp | 405.60%-394.5pp | 372.94%-361.9pp |
| Employer contribution / active EE | $887 | $4,692-81.1% | $4,013-77.9% | $4,751-81.3% |
| Participant deferral / active EE | $10,916 | $6,938+57.3% | $6,221+75.5% | $6,710+62.7% |
| Admin fee / account holder | $158,980 | $10,708+1384.7% | $9,003+1665.8% | $11,403+1294.3% |