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 | $110,295 | $148,534-25.7% | $135,903-18.8% | $139,434-20.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.45% | 79.19%-66.7pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $15,800 | $5,243+201.4% | $4,856+225.4% | $4,751+232.6% |
| Participant deferral / active EE | $27,500 | $8,100+239.5% | $7,758+254.5% | $6,710+309.8% |
| Admin fee / account holder | $34,924 | $12,400+181.7% | $10,762+224.5% | $11,403+206.3% |