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 | $128,842 | $159,901-19.4% | $146,958-12.3% | $145,922-11.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.10% | 98.13%-79.0pp | 418.34%-399.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $10,894 | $5,286+106.1% | $4,933+120.8% | $4,660+133.8% |
| Participant deferral / active EE | $9,899 | $8,428+17.4% | $8,070+22.7% | $6,688+48.0% |
| Admin fee / account holder | $2,245 | $15,044-85.1% | $12,998-82.7% | $13,397-83.2% |