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 | $112,910 | $114,381-1.3% | $107,525+5.0% | $142,382-20.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.12% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $16,104 | $4,015+301.1% | $3,754+329.0% | $4,299+274.6% |
| Participant deferral / active EE | $18,347 | $5,564+229.7% | $5,116+258.6% | $6,507+181.9% |
| Admin fee / account holder | $40,840 | $9,860+314.2% | $8,919+357.9% | $12,624+223.5% |