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 | $115,887 | $176,056-34.2% | $159,436-27.3% | $167,490-30.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.25% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $11,224 | $5,297+111.9% | $4,829+132.4% | $4,837+132.0% |
| Participant deferral / active EE | $12,207 | $7,750+57.5% | $7,352+66.0% | $6,341+92.5% |
| Admin fee / account holder | $9,905 | $12,554-21.1% | $10,799-8.3% | $12,309-19.5% |