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 | $137,975 | $165,335-16.5% | $149,696-7.8% | $158,922-13.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.04% | 348.15%-335.1pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $11,151 | $5,103+118.5% | $4,644+140.1% | $4,761+134.2% |
| Participant deferral / active EE | $10,277 | $7,181+43.1% | $6,842+50.2% | $5,982+71.8% |
| Admin fee / account holder | $1,073 | $10,807-90.1% | $9,309-88.5% | $11,246-90.5% |