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 | $18,434 | $159,901-88.5% | $146,958-87.5% | $145,922-87.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.58% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,860 | $5,286+10.9% | $4,933+18.8% | $4,660+25.8% |
| Participant deferral / active EE | $4,551 | $8,428-46.0% | $8,070-43.6% | $6,688-31.9% |
| Admin fee / account holder | $19,003 | $15,044+26.3% | $12,998+46.2% | $13,397+41.8% |