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 | $122,360 | $209,411-41.6% | $178,490-31.4% | $158,922-23.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 58.37% | 188.75%-130.4pp | 151.07%-92.7pp | 302.83%-244.5pp |
| Employer contribution / active EE | $3,029 | $5,706-46.9% | $5,011-39.5% | $4,761-36.4% |
| Participant deferral / active EE | $7,775 | $5,954+30.6% | $5,202+49.5% | $5,982+30.0% |
| Admin fee / account holder | $872 | $17,074-94.9% | $13,984-93.8% | $11,246-92.2% |