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 | $112,637 | $214,378-47.5% | $200,582-43.8% | $142,382-20.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.45% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $22,170 | $6,841+224.1% | $6,419+245.4% | $4,299+415.7% |
| Participant deferral / active EE | $22,641 | $9,865+129.5% | $9,331+142.6% | $6,507+247.9% |
| Admin fee / account holder | $30,663 | $17,692+73.3% | $16,305+88.1% | $12,624+142.9% |