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 | $100,829 | $159,901-36.9% | $146,958-31.4% | $145,922-30.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.65% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,525 | $5,286-14.4% | $4,933-8.3% | $4,660-2.9% |
| Participant deferral / active EE | $8,873 | $8,428+5.3% | $8,070+10.0% | $6,688+32.7% |
| Admin fee / account holder | $43,069 | $15,044+186.3% | $12,998+231.3% | $13,397+221.5% |