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 | $129,899 | $157,256-17.4% | $141,162-8.0% | $152,861-15.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.62% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $10,900 | $5,261+107.2% | $4,735+130.2% | $4,762+128.9% |
| Participant deferral / active EE | $16,667 | $7,109+134.4% | $6,709+148.4% | $5,850+184.9% |
| Admin fee / account holder | $1,682 | $12,120-86.1% | $10,261-83.6% | $11,596-85.5% |