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 | $91,768 | $176,812-48.1% | $146,665-37.4% | $167,490-45.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 70.40% | 24.03%+46.4pp | 22.74%+47.7pp | 478.56%-408.2pp |
| Employer contribution / active EE | $10,578 | $5,160+105.0% | $4,136+155.7% | $4,837+118.7% |
| Participant deferral / active EE | $11,821 | $6,440+83.6% | $5,506+114.7% | $6,341+86.4% |
| Admin fee / account holder | $206,148 | $13,259+1454.7% | $10,280+1905.4% | $12,309+1574.8% |