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 | $147,917 | $232,540-36.4% | $185,117-20.1% | $147,584+0.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 25.85% | 43.03%-17.2pp | 40.50%-14.6pp | 578.55%-552.7pp |
| Employer contribution / active EE | $13,150 | $5,195+153.1% | $4,182+214.5% | $4,876+169.7% |
| Participant deferral / active EE | $18,000 | $5,834+208.6% | $5,045+256.8% | $5,439+231.0% |
| Admin fee / account holder | $833 | $10,275-91.9% | $8,159-89.8% | $10,885-92.3% |