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 | $31,981 | $159,602-80.0% | $150,045-78.7% | $142,382-77.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 55.28% | 70.24%-15.0pp | 62.55%-7.3pp | 217.08%-161.8pp |
| Employer contribution / active EE | $17,956 | $4,961+262.0% | $4,693+282.6% | $4,299+317.7% |
| Participant deferral / active EE | $14,357 | $8,310+72.8% | $7,997+79.5% | $6,507+120.6% |
| Admin fee / account holder | $31,577 | $14,846+112.7% | $13,435+135.0% | $12,624+150.1% |