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 | $114,814 | $154,117-25.5% | $129,995-11.7% | $139,434-17.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.01% | 32.48%-12.5pp | -137.18%+157.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $11,506 | $5,289+117.5% | $4,320+166.4% | $4,751+142.2% |
| Participant deferral / active EE | $11,302 | $6,710+68.4% | $5,820+94.2% | $6,710+68.4% |
| Admin fee / account holder | $14,008 | $14,0070% | $10,614+32.0% | $11,403+22.9% |