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 | $135,957 | $159,901-15.0% | $146,958-7.5% | $145,922-6.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $6,899 | $5,286+30.5% | $4,933+39.9% | $4,660+48.1% |
| Participant deferral / active EE | $8,503 | $8,428+0.9% | $8,070+5.4% | $6,688+27.1% |
| Admin fee / account holder | $16,977 | $15,044+12.8% | $12,998+30.6% | $13,397+26.7% |