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 | $114,493 | $159,901-28.4% | $146,958-22.1% | $145,922-21.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.60% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,691 | $5,286-30.2% | $4,933-25.2% | $4,660-20.8% |
| Participant deferral / active EE | $6,814 | $8,428-19.2% | $8,070-15.6% | $6,688+1.9% |
| Admin fee / account holder | $1,084 | $15,044-92.8% | $12,998-91.7% | $13,397-91.9% |