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 | $151,060 | $226,064-33.2% | $182,532-17.2% | $152,861-1.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.40% | 192.51%-170.1pp | 148.54%-126.1pp | 345.32%-322.9pp |
| Employer contribution / active EE | $12,085 | $4,978+142.7% | $4,076+196.5% | $4,762+153.8% |
| Participant deferral / active EE | $12,854 | $6,368+101.9% | $5,524+132.7% | $5,850+119.7% |
| Admin fee / account holder | $24,379 | $10,703+127.8% | $8,592+183.7% | $11,596+110.2% |