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 | $123,477 | $165,335-25.3% | $149,696-17.5% | $158,922-22.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.18% | 348.15%-326.0pp | 276.60%-254.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $17,208 | $5,103+237.2% | $4,644+270.5% | $4,761+261.4% |
| Participant deferral / active EE | $9,772 | $7,181+36.1% | $6,842+42.8% | $5,982+63.3% |
| Admin fee / account holder | $12,991 | $10,807+20.2% | $9,309+39.6% | $11,246+15.5% |