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 | $125,309 | $118,849+5.4% | $96,562+29.8% | $167,490-25.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.04% | 50.49%-39.4pp | 37.78%-26.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $16,929 | $3,120+442.7% | $2,356+618.4% | $4,837+250.0% |
| Participant deferral / active EE | $4,584 | $4,616-0.7% | $3,849+19.1% | $6,341-27.7% |
| Admin fee / account holder | $23,403 | $8,065+190.2% | $6,181+278.6% | $12,309+90.1% |