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 | $153,012 | $226,064-32.3% | $182,532-16.2% | $152,861+0.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.12% | 192.51%-171.4pp | 148.54%-127.4pp | 345.32%-324.2pp |
| Employer contribution / active EE | $6,378 | $4,978+28.1% | $4,076+56.5% | $4,762+33.9% |
| Participant deferral / active EE | $12,275 | $6,368+92.8% | $5,524+122.2% | $5,850+109.8% |
| Admin fee / account holder | $56,474 | $10,703+427.7% | $8,592+557.3% | $11,596+387.0% |