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 | $70,121 | $183,963-61.9% | $162,163-56.8% | $152,861-54.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.80% | 150.76%-133.0pp | 115.59%-97.8pp | 345.32%-327.5pp |
| Employer contribution / active EE | $17,731 | $6,371+178.3% | $5,614+215.8% | $4,762+272.3% |
| Participant deferral / active EE | $10,676 | $8,034+32.9% | $7,298+46.3% | $5,850+82.5% |
| Admin fee / account holder | $249,128 | $13,121+1798.6% | $10,843+2197.7% | $11,596+2048.3% |