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 | $104,732 | $157,256-33.4% | $141,162-25.8% | $152,861-31.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.69% | 64.32%-49.6pp | 71.39%-56.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $12,213 | $5,261+132.2% | $4,735+157.9% | $4,762+156.5% |
| Participant deferral / active EE | $10,537 | $7,109+48.2% | $6,709+57.1% | $5,850+80.1% |
| Admin fee / account holder | $83,357 | $12,120+587.8% | $10,261+712.3% | $11,596+618.8% |