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 | $158,330 | $176,056-10.1% | $159,436-0.7% | $167,490-5.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 71.18% | 331.75%-260.6pp | 263.57%-192.4pp | 478.56%-407.4pp |
| Employer contribution / active EE | $4,368 | $5,297-17.5% | $4,829-9.6% | $4,837-9.7% |
| Participant deferral / active EE | $7,215 | $7,750-6.9% | $7,352-1.9% | $6,341+13.8% |
| Admin fee / account holder | $2,193 | $12,554-82.5% | $10,799-79.7% | $12,309-82.2% |