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 | $138,975 | $183,519-24.3% | $155,509-10.6% | $145,922-4.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.53% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.8pp |
| Employer contribution / active EE | $11,421 | $5,313+115.0% | $4,672+144.4% | $4,660+145.1% |
| Participant deferral / active EE | $6,571 | $6,462+1.7% | $5,626+16.8% | $6,688-1.7% |
| Admin fee / account holder | $2,660 | $19,313-86.2% | $15,912-83.3% | $13,397-80.1% |