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 | $143,969 | $183,519-21.6% | $155,509-7.4% | $145,922-1.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.78% | 61.17%-40.4pp | 64.67%-43.9pp | 561.29%-540.5pp |
| Employer contribution / active EE | $2,144 | $5,313-59.6% | $4,672-54.1% | $4,660-54.0% |
| Participant deferral / active EE | $13,617 | $6,462+110.7% | $5,626+142.0% | $6,688+103.6% |
| Admin fee / account holder | $1,499 | $19,313-92.2% | $15,912-90.6% | $13,397-88.8% |