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 | $67,617 | $178,174-62.1% | $156,181-56.7% | $137,256-50.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.11% | 84.19%-74.1pp | 64.87%-54.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $12,831 | $4,972+158.1% | $4,294+198.8% | $4,156+208.7% |
| Participant deferral / active EE | $7,188 | $6,888+4.4% | $6,132+17.2% | $6,407+12.2% |
| Admin fee / account holder | $55,540 | $17,404+219.1% | $14,586+280.8% | $12,270+352.6% |