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 | $127,002 | $202,432-37.3% | $169,368-25.0% | $139,434-8.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.49% | 531.74%-511.2pp | 405.60%-385.1pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,891 | $4,692-38.4% | $4,013-27.9% | $4,751-39.1% |
| Participant deferral / active EE | $5,421 | $6,938-21.9% | $6,221-12.9% | $6,710-19.2% |
| Admin fee / account holder | $1,057 | $10,708-90.1% | $9,003-88.3% | $11,403-90.7% |