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 | $112,814 | $157,256-28.3% | $141,162-20.1% | $152,861-26.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.66% | 64.32%-44.7pp | 71.39%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $11,956 | $5,261+127.3% | $4,735+152.5% | $4,762+151.1% |
| Participant deferral / active EE | $15,500 | $7,109+118.0% | $6,709+131.0% | $5,850+165.0% |
| Admin fee / account holder | $30,926 | $12,120+155.2% | $10,261+201.4% | $11,596+166.7% |