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 | $46,206 | $159,901-71.1% | $146,958-68.6% | $145,922-68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.33% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,663 | $5,286-49.6% | $4,933-46.0% | $4,660-42.9% |
| Participant deferral / active EE | $6,484 | $8,428-23.1% | $8,070-19.7% | $6,688-3.0% |
| Admin fee / account holder | $14,107 | $15,044-6.2% | $12,998+8.5% | $13,397+5.3% |