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 | $140,982 | $116,175+21.4% | $93,606+50.6% | $152,861-7.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.27% | 35.96%-10.7pp | 32.76%-7.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $12,532 | $3,218+289.4% | $2,718+361.1% | $4,762+163.2% |
| Participant deferral / active EE | $9,255 | $4,603+101.0% | $4,069+127.5% | $5,850+58.2% |
| Admin fee / account holder | $1,876 | $10,748-82.5% | $7,888-76.2% | $11,596-83.8% |