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 | $126,385 | $209,411-39.6% | $178,490-29.2% | $158,922-20.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.47% | 188.75%-154.3pp | 151.07%-116.6pp | 302.83%-268.4pp |
| Employer contribution / active EE | $11,716 | $5,706+105.3% | $5,011+133.8% | $4,761+146.1% |
| Participant deferral / active EE | $16,829 | $5,954+182.6% | $5,202+223.5% | $5,982+181.3% |
| Admin fee / account holder | $13,301 | $17,074-22.1% | $13,984-4.9% | $11,246+18.3% |