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 | $140,656 | $176,056-20.1% | $159,436-11.8% | $167,490-16.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.74% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $4,737 | $5,297-10.6% | $4,829-1.9% | $4,837-2.1% |
| Participant deferral / active EE | $17,819 | $7,750+129.9% | $7,352+142.4% | $6,341+181.0% |
| Admin fee / account holder | $679 | $12,554-94.6% | $10,799-93.7% | $12,309-94.5% |