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 | $97,887 | $159,901-38.8% | $146,958-33.4% | $145,922-32.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.09% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,374 | $5,286-36.2% | $4,933-31.6% | $4,660-27.6% |
| Participant deferral / active EE | $8,227 | $8,428-2.4% | $8,070+2.0% | $6,688+23.0% |
| Admin fee / account holder | $370 | $15,044-97.5% | $12,998-97.2% | $13,397-97.2% |