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 | $142,481 | $217,402-34.5% | $185,823-23.3% | $167,490-14.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.38% | 148.36%-127.0pp | 122.05%-100.7pp | 478.56%-457.2pp |
| Employer contribution / active EE | $23,815 | $5,873+305.5% | $5,167+360.9% | $4,837+392.3% |
| Participant deferral / active EE | $26,000 | $6,356+309.0% | $5,568+367.0% | $6,341+310.0% |
| Admin fee / account holder | $2,172 | $19,811-89.0% | $16,237-86.6% | $12,309-82.4% |