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 | $136,812 | $210,648-35.1% | $177,989-23.1% | $145,922-6.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.73% | 385.86%-366.1pp | 294.48%-274.8pp | 561.29%-541.6pp |
| Employer contribution / active EE | $15,333 | $4,565+235.9% | $3,949+288.3% | $4,660+229.1% |
| Participant deferral / active EE | $10,167 | $6,958+46.1% | $6,276+62.0% | $6,688+52.0% |
| Admin fee / account holder | $3,073 | $12,013-74.4% | $10,363-70.3% | $13,397-77.1% |