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 | $62,167 | $198,466-68.7% | $170,442-63.5% | $147,584-57.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.29% | 257.29%-243.0pp | 205.93%-191.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $26,477 | $6,184+328.2% | $5,433+387.4% | $4,876+443.0% |
| Participant deferral / active EE | $10,287 | $5,629+82.7% | $4,939+108.2% | $5,439+89.1% |
| Admin fee / account holder | $3,027 | $16,852-82.0% | $13,880-78.2% | $10,885-72.2% |