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 | $129,895 | $159,901-18.8% | $146,958-11.6% | $145,922-11.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.48% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $6,008 | $5,286+13.6% | $4,933+21.8% | $4,660+28.9% |
| Participant deferral / active EE | $19,416 | $8,428+130.4% | $8,070+140.6% | $6,688+190.3% |
| Admin fee / account holder | $12,943 | $15,044-14.0% | $12,998-0.4% | $13,397-3.4% |