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 | $103,028 | $185,822-44.6% | $169,993-39.4% | $139,434-26.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.06% | 60.50%-43.4pp | 53.37%-36.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $15,650 | $7,590+106.2% | $6,785+130.7% | $4,751+229.4% |
| Participant deferral / active EE | $15,487 | $11,622+33.3% | $10,408+48.8% | $6,710+130.8% |
| Admin fee / account holder | $927 | $15,381-94.0% | $12,815-92.8% | $11,403-91.9% |