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 5-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 | $129,902 | $175,202-25.9% | $149,673-13.2% | $139,434-6.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.93% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $11,968 | $5,474+118.6% | $4,818+148.4% | $4,751+151.9% |
| Participant deferral / active EE | $16,305 | $6,519+150.1% | $5,680+187.1% | $6,710+143.0% |
| Admin fee / account holder | $960 | $16,150-94.1% | $13,210-92.7% | $11,403-91.6% |