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 | $144,435 | $198,466-27.2% | $170,442-15.3% | $147,584-2.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.31% | 257.29%-244.0pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $11,052 | $6,184+78.7% | $5,433+103.4% | $4,876+126.6% |
| Participant deferral / active EE | $8,639 | $5,629+53.5% | $4,939+74.9% | $5,439+58.8% |
| Admin fee / account holder | $8,357 | $16,852-50.4% | $13,880-39.8% | $10,885-23.2% |