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 | $47,080 | $226,064-79.2% | $182,532-74.2% | $152,861-69.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.00% | 192.51%-172.5pp | 148.54%-128.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,388 | $4,978-11.9% | $4,076+7.6% | $4,762-7.9% |
| Participant deferral / active EE | $13,326 | $6,368+109.3% | $5,524+141.2% | $5,850+127.8% |
| Admin fee / account holder | $29,334 | $10,703+174.1% | $8,592+241.4% | $11,596+153.0% |