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 | $105,243 | $175,202-39.9% | $149,673-29.7% | $139,434-24.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.87% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $10,623 | $5,474+94.1% | $4,818+120.5% | $4,751+123.6% |
| Participant deferral / active EE | $20,309 | $6,519+211.6% | $5,680+257.6% | $6,710+202.7% |
| Admin fee / account holder | $73,357 | $16,150+354.2% | $13,210+455.3% | $11,403+543.3% |