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 6-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 | $131,809 | $175,202-24.8% | $149,673-11.9% | $139,434-5.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.36% | 166.71%-155.3pp | 134.42%-123.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $2,623 | $5,474-52.1% | $4,818-45.6% | $4,751-44.8% |
| Participant deferral / active EE | $10,227 | $6,519+56.9% | $5,680+80.1% | $6,710+52.4% |
| Admin fee / account holder | $97,076 | $16,150+501.1% | $13,210+634.9% | $11,403+751.4% |