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 | $101,963 | $124,319-18.0% | $111,297-8.4% | $167,490-39.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.46% | 37.44%-26.0pp | 54.65%-43.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $5,499 | $3,435+60.1% | $2,731+101.3% | $4,837+13.7% |
| Participant deferral / active EE | $9,639 | $5,180+86.1% | $4,487+114.8% | $6,341+52.0% |
| Admin fee / account holder | $30,279 | $10,618+185.2% | $7,964+280.2% | $12,309+146.0% |