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 | $144,679 | $183,519-21.2% | $155,509-7.0% | $145,922-0.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.53% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.8pp |
| Employer contribution / active EE | $12,975 | $5,313+144.2% | $4,672+177.7% | $4,660+178.5% |
| Participant deferral / active EE | $8,346 | $6,462+29.1% | $5,626+48.3% | $6,688+24.8% |
| Admin fee / account holder | $217,942 | $19,313+1028.5% | $15,912+1269.7% | $13,397+1526.8% |