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 | $158,019 | $209,832-24.7% | $189,513-16.6% | $167,490-5.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.06% | 748.27%-736.2pp | 555.15%-543.1pp | 478.56%-466.5pp |
| Employer contribution / active EE | $6,275 | $6,914-9.2% | $6,162+1.8% | $4,837+29.7% |
| Participant deferral / active EE | $6,764 | $8,935-24.3% | $8,221-17.7% | $6,341+6.7% |
| Admin fee / account holder | $13,384 | $14,293-6.4% | $12,045+11.1% | $12,309+8.7% |