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 | $144,708 | $176,056-17.8% | $159,436-9.2% | $167,490-13.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.99% | 331.75%-308.8pp | 263.57%-240.6pp | 478.56%-455.6pp |
| Employer contribution / active EE | $16,343 | $5,297+208.5% | $4,829+238.4% | $4,837+237.8% |
| Participant deferral / active EE | $17,907 | $7,750+131.1% | $7,352+143.6% | $6,341+182.4% |
| Admin fee / account holder | $34,193 | $12,554+172.4% | $10,799+216.6% | $12,309+177.8% |