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 | $133,007 | $97,744+36.1% | $103,476+28.5% | $145,922-8.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 24.88% | 25.41%-0.5pp | 23.90%+1.0pp | 561.29%-536.4pp |
| Employer contribution / active EE | $16,372 | $4,677+250.1% | $4,672+250.4% | $4,660+251.4% |
| Participant deferral / active EE | $5,626 | $6,603-14.8% | $6,623-15.1% | $6,688-15.9% |
| Admin fee / account holder | $52,324 | $12,515+318.1% | $9,413+455.9% | $13,397+290.6% |