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 | $134,100 | $148,534-9.7% | $135,903-1.3% | $139,434-3.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.69% | 79.19%-53.5pp | 68.23%-42.5pp | 372.94%-347.3pp |
| Employer contribution / active EE | $10,098 | $5,243+92.6% | $4,856+107.9% | $4,751+112.6% |
| Participant deferral / active EE | $10,210 | $8,100+26.0% | $7,758+31.6% | $6,710+52.1% |
| Admin fee / account holder | $781 | $12,400-93.7% | $10,762-92.7% | $11,403-93.2% |