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 | $122,561 | $159,901-23.4% | $146,958-16.6% | $145,922-16.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.04% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $6,785 | $5,286+28.4% | $4,933+37.5% | $4,660+45.6% |
| Participant deferral / active EE | $5,458 | $8,428-35.2% | $8,070-32.4% | $6,688-18.4% |
| Admin fee / account holder | $39,797 | $15,044+164.5% | $12,998+206.2% | $13,397+197.1% |