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 | $124,238 | $175,202-29.1% | $149,673-17.0% | $139,434-10.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.72% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,933 | $5,474-64.7% | $4,818-59.9% | $4,751-59.3% |
| Participant deferral / active EE | $27,229 | $6,519+317.7% | $5,680+379.4% | $6,710+305.8% |
| Admin fee / account holder | $17,811 | $16,150+10.3% | $13,210+34.8% | $11,403+56.2% |