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 | $121,423 | $159,901-24.1% | $146,958-17.4% | $145,922-16.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.12% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,194 | $5,286-58.5% | $4,933-55.5% | $4,660-52.9% |
| Participant deferral / active EE | $8,568 | $8,428+1.7% | $8,070+6.2% | $6,688+28.1% |
| Admin fee / account holder | $572 | $15,044-96.2% | $12,998-95.6% | $13,397-95.7% |