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 | $56,339 | $198,466-71.6% | $170,442-66.9% | $147,584-61.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.89% | 257.29%-237.4pp | 205.93%-186.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $15,746 | $6,184+154.6% | $5,433+189.8% | $4,876+222.9% |
| Participant deferral / active EE | $6,390 | $5,629+13.5% | $4,939+29.4% | $5,439+17.5% |
| Admin fee / account holder | $1,207 | $16,852-92.8% | $13,880-91.3% | $10,885-88.9% |