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 | $113,105 | $159,901-29.3% | $146,958-23.0% | $145,922-22.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.84% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,890 | $5,286-26.4% | $4,933-21.1% | $4,660-16.5% |
| Participant deferral / active EE | $9,782 | $8,428+16.1% | $8,070+21.2% | $6,688+46.3% |
| Admin fee / account holder | $20,739 | $15,044+37.9% | $12,998+59.6% | $13,397+54.8% |