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 | $102,948 | $175,202-41.2% | $149,673-31.2% | $139,434-26.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.10% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $10,106 | $5,474+84.6% | $4,818+109.8% | $4,751+112.7% |
| Participant deferral / active EE | $7,156 | $6,519+9.8% | $5,680+26.0% | $6,710+6.6% |
| Admin fee / account holder | $1,959 | $16,150-87.9% | $13,210-85.2% | $11,403-82.8% |