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 | $117,717 | $217,402-45.9% | $185,823-36.7% | $167,490-29.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.44% | 148.36%-127.9pp | 122.05%-101.6pp | 478.56%-458.1pp |
| Employer contribution / active EE | $9,802 | $5,873+66.9% | $5,167+89.7% | $4,837+102.6% |
| Participant deferral / active EE | $7,143 | $6,356+12.4% | $5,568+28.3% | $6,341+12.6% |
| Admin fee / account holder | $3,321 | $19,811-83.2% | $16,237-79.5% | $12,309-73.0% |