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 | $99,668 | $157,256-36.6% | $141,162-29.4% | $152,861-34.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 17.41% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $12,733 | $5,261+142.0% | $4,735+168.9% | $4,762+167.4% |
| Participant deferral / active EE | $7,667 | $7,109+7.8% | $6,709+14.3% | $5,850+31.1% |
| Admin fee / account holder | $66,325 | $12,120+447.2% | $10,261+546.4% | $11,596+471.9% |