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 | $80,673 | $175,202-54.0% | $149,673-46.1% | $139,434-42.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.49% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $10,715 | $5,474+95.7% | $4,818+122.4% | $4,751+125.5% |
| Participant deferral / active EE | $5,855 | $6,519-10.2% | $5,680+3.1% | $6,710-12.7% |
| Admin fee / account holder | $21,552 | $16,150+33.4% | $13,210+63.1% | $11,403+89.0% |