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 | $139,505 | $227,553-38.7% | $189,557-26.4% | $167,490-16.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.36% | 78.40%-67.0pp | 64.17%-52.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $10,174 | $5,316+91.4% | $4,412+130.6% | $4,837+110.3% |
| Participant deferral / active EE | $7,913 | $7,002+13.0% | $6,174+28.2% | $6,341+24.8% |
| Admin fee / account holder | $138,146 | $11,878+1063.1% | $9,807+1308.6% | $12,309+1022.3% |