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 | $129,486 | $209,411-38.2% | $178,490-27.5% | $158,922-18.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.20% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $22,728 | $5,706+298.3% | $5,011+353.6% | $4,761+377.4% |
| Participant deferral / active EE | $9,576 | $5,954+60.8% | $5,202+84.1% | $5,982+60.1% |
| Admin fee / account holder | $44,572 | $17,074+161.0% | $13,984+218.7% | $11,246+296.3% |