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 | $107,218 | $176,056-39.1% | $159,436-32.8% | $167,490-36.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.01% | 331.75%-317.7pp | 263.57%-249.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $21,831 | $5,297+312.1% | $4,829+352.0% | $4,837+351.3% |
| Participant deferral / active EE | $23,833 | $7,750+207.5% | $7,352+224.2% | $6,341+275.8% |
| Admin fee / account holder | $1,366,514 | $12,554+10785.1% | $10,799+12554.6% | $12,309+11001.7% |