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 | $142,429 | $176,056-19.1% | $159,436-10.7% | $167,490-15.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.68% | 331.75%-313.1pp | 263.57%-244.9pp | 478.56%-459.9pp |
| Employer contribution / active EE | $30,812 | $5,297+481.7% | $4,829+538.0% | $4,837+536.9% |
| Participant deferral / active EE | $6,001 | $7,750-22.6% | $7,352-18.4% | $6,341-5.4% |
| Admin fee / account holder | $640 | $12,554-94.9% | $10,799-94.1% | $12,309-94.8% |