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 | $97,720 | $159,901-38.9% | $146,958-33.5% | $145,922-33.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.71% | 98.13%-76.4pp | 418.34%-396.6pp | 561.29%-539.6pp |
| Employer contribution / active EE | $1,906 | $5,286-63.9% | $4,933-61.4% | $4,660-59.1% |
| Participant deferral / active EE | $3,509 | $8,428-58.4% | $8,070-56.5% | $6,688-47.5% |
| Admin fee / account holder | $27,005 | $15,044+79.5% | $12,998+107.8% | $13,397+101.6% |