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 | $96,553 | $232,540-58.5% | $185,117-47.8% | $147,584-34.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.96% | 43.03%-20.1pp | 40.50%-17.5pp | 578.55%-555.6pp |
| Employer contribution / active EE | $5,835 | $5,195+12.3% | $4,182+39.5% | $4,876+19.7% |
| Participant deferral / active EE | $2,126 | $5,834-63.6% | $5,045-57.9% | $5,439-60.9% |
| Admin fee / account holder | $2,861 | $10,275-72.2% | $8,159-64.9% | $10,885-73.7% |