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 | $114,048 | $159,901-28.7% | $146,958-22.4% | $145,922-21.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.86% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $18,181 | $5,286+243.9% | $4,933+268.6% | $4,660+290.2% |
| Participant deferral / active EE | $10,566 | $8,428+25.4% | $8,070+30.9% | $6,688+58.0% |
| Admin fee / account holder | $34,629 | $15,044+130.2% | $12,998+166.4% | $13,397+158.5% |